Index Fund Advisors vs Level FA

The IFA app, from Index Fund Advisors, is an educational resource for investors. Index Fund Advisors provides personalized fiduciary wealth services to help clients achieve their long-term financial goals. The IFA app makes it easy to: • Connect with IFA's Wealth Advisors via phone, email or Facetime for personalized advice based on your financial goals • Read and share evidence-based investing articles • Watch investment education interviews with Nobel Laureates, the documentary film “Index Funds: The 12-Step Recovery Program for Active Investors”, videos explaining the investing strategies of IFA, and IFA quarterly reviews • Take our Risk Capacity Survey to determine which IFA Index Portfolio captures the right mix of stocks & bonds that is best suited to you, so you can maximize the expected returns for the risk you take • Explore our extensive collection of charts including risk vs return comparisons, distributions of monthly returns, historical annual returns, and many more. Learn about an evidence-based approach to investing utilizing index funds that is disciplined and emphasizes diversification, low cost, low taxes, and consistent exposure to the dimensions of returns of publicly traded securities around the world. This educational material helps investors avoid the futile, speculative, and unnecessary cost-generating and return-reducing activities such as stock, time, manager, and style picking – so you can invest and relax. The IFA App now includes the Galton Board App! Index Fund Advisors has a fiduciary duty to its clients. This means we are legally obligated to put our client’s interests ahead of our own — even when it goes against our own interests. We offer our clients a wide array of wealth management services including fiduciary based advice, financial planning, selection & monitoring of investments, asset allocation & location strategies, rebalancing and tax loss harvesting. Through our tax’s division, we provide collaborative tax advice, tax planning, accounting, bookkeeping and tax return services to individuals and businesses across the United States. IFA also helps clients establish and evaluate relationships with corporate or administrative trustees, estate planning attorneys and independent insurance advisors.

This mobile app, designed for clients of Level Financial Advisors, allows users to view account information, balances, performance, and to contact their advisor.