About Investing for Catholics

Investing for Catholics is a division of Index Fund Advisors, Inc. (IFA), a fee-only Independent Financial Advisor registered with the United States Securities and Exchange Commission. IFA incorporated on March 5, 1999 and is headquartered in Irvine, California. Regional representatives are also located in Wisconsin, New Jersey and Texas. Under U.S. law, investment advisors owe their clients an ongoing fiduciary duty to provide full and complete disclosure of all fees, conflicts of interest, and to exercise discretion in selecting investments with only their clients' best interests in mind. IFC's advice is based on highly respected economic research and over 85 years of risk and return data.

IFC provides its clients the ability to significantly improve their risk-adjusted returns by investing in globally diversified portfolios of passively managed no load index mutual funds that are screened for Catholic values. This allows investors to earn the superior returns of the markets and remain completely peaceful.

Our strategy is specifically designed to enhance the wealth of its clients by investing their assets in risk-appropriate blends of passively managed funds that are both low-cost and style pure.

Investing for Catholics Advisors

Mark Hebner
Mark T. Hebner
President

Mark Hebner is the founder and President of Index Fund Advisors, Inc. and Investing for Catholics, author of the ifa.com and indexfunds.com web sites, and the book, Index Funds: The 12-Step Program for Active Investors. He has been nominated as the author of one of the three all-time greatest investment books, along with Warren Buffett and John Bogle. Mark's mission is to change the way the world invests—by replacing speculation with science. The many original paintings found throughout the pages of this booklet, as well as in Mark's book were commissioned by Mark to explain science with art, bringing interest, emotion and color to a subject that is most often presented in a lackluster manner. Mark's passion and commitment have made him a favorite lecturer on the subject of investing, and he is also considered the leading internet provider of information on investing.

Mary Brunson
Mary Brunson
AIF®
Vice President &
Co-creator of IFC

Mary Brunson is a Vice President and Wealth Advisor (Series 65). She is an Accredited Investment Fiduciary (AIF), co-creator of Investing for Catholics, and considered a respected speaker, author and authority on developing sound investment policy for prudent investing. Mary has a particular expertise in providing fiduciary advice and qualified retirement plan services to religious organizations including Archdioceses, dioceses, as well as investment management for endowments and foundations. Mary is the co-author of Tending the Flock: Shepherding Catholic Retirement Plans, and author of numerous articles and papers, including papers co-authored with IFA President Mark Hebner and Nobel Prize Winner in Economics, Harry Markowitz, titled and “Does Portfolio Theory Work During Financial Crises?” and“ Can You Do Well While Doing Good?” which was recently added to the University of California at Berkeley Haas School of Business Graduate School of Management's course curriculum for socially responsible investing.

Mary is a board member for the Magis Institute, spearheaded by Father Robert J. Spitzer, S.J. She is also the former National Chair of the Spirituality Commission for the National Council of Catholic Women (NCCW), as well as a member of the Board of Trustees for Catholic Charities of Orange County, and a member of its finance and investment committee. Mary is a graduate of University of California, Irvine.

Kai Xiong
Kai Xiong
Snr. Portfolio Manager
CFA Charterholder

Kai Xiong joined IFA in 2012. He is the head of the firm's Portfolio Management and Research Department. Kai is responsible for overseeing a team of portfolio managers, as well as developing, refining and implementing processes for efficient portfolio execution and management. Kai and his team are responsible for daily trading activities, as well as for establishing policies to maintain target allocations while incurring minimal expenses. As a member of our internal Investment Committee, Kai is responsible for researching, analyzing and reporting on asset class fund alternatives that may be suitable for investment selection and inclusion in our portfolios, in keeping with our fiduciary standard of care of ongoing monitoring and reporting. Kai is a CFA Charterholder: "The Chartered Financial Analyst (CFA) charter is an investment credential that, for more than 60 years, has been the global standard for embodying the integrity, dedication, and advanced skills needed to build a stronger, more accountable financial industry. No credential is as widely respected for its focus on current investment expertise and performing in the client's best interest. None is harder to obtain." (cfainstitute.org)

Kai earned a Bachelor's of Science degree in Business Administration from the University of California, Berkeley - Haas School of Business.