We assist clients in creating and purchasing diversified portfolios of index funds, primarily from Dimensional Fund Advisors (see DFA Brochure.) We specialize in matching people and portfolios through our Risk Capacity Survey and 20 Risk Calibrated Portfolios of Indexes. You may select Charles Schwab & Co., Inc., Fidelity Investments, or another brokerage firm to effect transactions in your account.

We match people with portfolios by carefully qualifying and quantifying 5 dimensions of an investor's Risk Capacity and matching it to 5 dimensions of a portfolio's Risk Exposure. IFA produces investor-specific optimal returns by applying it's proprietary concept of 10dRisk™.

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