Index Fund Advisors vs Three Arch Wealth

Index Fund Advisors provides personalized fiduciary wealth management, tax, and Outsourced Chief Investment Officer (OCIO) services to help individuals, families, businesses, retirement plans, foundations, and institutions pursue 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 • Learn about IFA's Outsourced Chief Investment Officer (OCIO) services, helping retirement plans, nonprofits, foundations, endowments, and institutions implement evidence-based investment strategies, fiduciary oversight, and portfolio management • 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 help assess which IFA Index Portfolio may provide an appropriate mix of stocks & bonds based on your responses • 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 is intended to help investors avoid speculative and potentially cost-generating activities such as stock, time, manager, and style picking – so you can invest and relax. The IFA App now includes the Galton Board App! When providing investment advisory services, Index Fund Advisors has a fiduciary duty to its clients. This means we are required to act in our clients' best interests when providing investment advice. We offer our clients a wide array of wealth management services including fiduciary advice, financial planning, selection and monitoring of investments, asset allocation and location strategies, rebalancing, and tax-loss harvesting. We also provide Outsourced Chief Investment Officer (OCIO) services for retirement plans, foundations, endowments, nonprofits, businesses, and other institutional investors seeking investment oversight, governance support, portfolio construction, manager due diligence, and ongoing monitoring. Through our tax 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.

The Three Arch Wealth Client Portal app provides secure, on-demand access to your personalized financial life—anytime, anywhere. View your portfolio, track performance, access key documents, and stay connected with your advisory team, all from one intuitive platform. Features include: - Portfolio balances and performance tracking - Secure document sharing and storage - Asset allocation, asset class returns, and dividend projections - Access to performance reports, account statements, and tax documents - Account aggregation for a complete financial picture Designed exclusively for clients of Three Arch Wealth Management, this app helps you stay informed, organized, and confident in your financial future.