Simple Portfolio Selection
Selecting an Appropriate Portfolio Is Easy
IFA's Index Portfolios employ the use of 15 unique IFA Indexes to accomplish the important goal of risk-appropriate global diversification. Higher-risk Index Portfolios are comprised primarily of equities, while lower numbered Index Portfolios have higher percentage allocations to fixed income. Investors buy, hold and rebalance these Index Portfolios, with the goal to achieve global diversification and risk-appropriate allocations in up to 12,000 securities in as many as 40 different countries. These investments provide transparency and a cost-effective, risk-appropriate way to invest for retirement.
The table below shows the selection sheet for the IFA Index Portfolios. To view details of any portfolio, simply click on a colored, numbered button.
| Quick Guide to Index Portfolio Selection |
| Age Profile | Risk Profile | Index Portfolio
(Click to View) |
| Only High Risk Investors | Most Aggressive | |
| Only High Risk Investors | Aggressive | |
| Age 20 to 25 | Aggressive | |
| Age 30 to 35 | Moderately Aggressive | |
| Age 40 to 45 | Moderately Aggressive | |
| Age 50 to 55 | Moderate | |
| Age 60 to 65 | Moderately Conservative | |
| Age 70 to 75 | Moderately Conservative | |
| Only Low Risk Investors | Conservative | |
| Only Low Risk Investors | Risk Averse | |
IFA Offers A Simple Check-a-Box Portfolio Selection
Here is a sample of our portfolio selection form:
