INDEX FUND ADVISORS, INC.

Catholic Values Investments Rooted in Financial Science

Investing for Catholics provides Catholic Values Investing advice and portfolio implementation to institutions and individuals. Our firm was developed to meet the unique needs of Catholic investors — investing responsibly in line with our Faith while seeking to maximize returns for the risks we take.

When constructing investment portfolios, Investing for Catholics implements broad diversification, investing in companies selected from multiple asset classes from around the globe, each with carefully-defined risk and return characteristics. Our fiduciary investment management services are designed for individuals and for U.S. Catholic organizations, including: dioceses, religious institutes, foundations, endowments, educational institutions and health care organizations. As an ERISA 3(38) fiduciary, Investing for Catholics’ services and investment portfolios are suitable for Catholic institutional retirement plans, including 401(k), 403(b) and 457 plans. Our investment portfolios enable stewards to prudently balance faith-consistent investing with fiduciary best practices.

Investing for Catholics is a division of Index Fund Advisors, Inc. (IFA), a registered investment adviser with the Securities and Exchange Commission, and based in Irvine, CA. IFA is a fee-only advisory firm founded in 1999 to provide its clients individual risk-appropriate passive investing strategies with a fiduciary standard of care. IFA has over 2,000 clients located throughout the country and manages more than $2.74 billion of assets as of December 31, 2015. 

Our services are suitable for individuals and for U.S. Catholic institutions, including dioceses, religious institutes, foundations, endowments, educational institutions and health care organizations. As an ERISA 3(38) fiduciary, Investing for Catholics'​ services are very appropriate for Catholic institutional retirement plans, including 401(k), 403(b) and 457 plans.