$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa · Vanguard
- Clients
- Retail
- Platforms
- Peak foundationZenith capital +more
- Established Date
- 11-14-2011
- Office Locations
- 1
Office Locations
-- Easton MD
About Index Portfolio Tools Advisors
Index Portfolio Tools Advisors (IFA.com) is a wealth advisory firm centered on passive, rules-based index investing. Prospects complete a risk capacity survey and receive a matched evidence-based index portfolio, with an advisor follow-up to open and manage accounts. The firm emphasizes index funds and ETFs and publishes investor education, including the award-winning “Index Funds” book and an eMoney client portal.
Team overview
-- AVG AGE
$9.4M AVG AUM / ADVISOR
$553.0K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Bridge eagle Foundation vital Momentum Unison Foundation fusion Alpha Wave Pioneer Oak pathway
Client Personas
Unison oak Eagle eagle
Custodian
Capital Fusion Bridge peak Zenith Foundation Ridge Unison foundation Capital Vital element Capital Bridge prime Pathway Alpha Beacon catalyst Meridian vertex Frontier Delta Beacon
Fund Managers
Vertex Vital Horizon beacon
Investment Themes
North zenith Quantum foundation Vital Timber Oak zenith Oak Crest foundation North delta
Investment Vehicles
Fusion matrix Focus crest Atlas signal
Platform
Frontier Alpha quantum
Services
Unison crest Focus ridge Foundation Meridian crest North bridge Beacon frontier Unison Prime Atlas Legacy Value peak Timber North Glacier atlas
Technology
Signal Ember Momentum Vital oak Ridge legacy
Owner & Executives
T
THOMAS RONALD CAMPI JR.
Chief Investment Officer, Operations Manager
- CRD
- #4272965
- Ownership
- 75% or more
(452) 555-5719
foundation.matrix@primecapital.com
in linkedin.com/in/pioneer-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,400,454 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,400,454 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,400,454
Public Funds:
29.7% Equity - Exchange:
10.2% Cash:
41.0% Municipal Bonds:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,499,175,351 | 29.7% |
| Equity - Exchange | $514,868,302 | 10.2% |
| Cash | $2,069,568,667 | 41.0% |
| Municipal Bonds | $964,116,135 | 19.1% |
| Total | $5,047,728,455 | 100.0% |