Mark Hebner

Retirement, Investing, Lifestage Based Planning
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“Mark's mission is to "change the way the world invests by replacing speculation with an education." He is especially knowledgeable about index funds, passive investing and the research indexes designed by Nobel Laureate Eugene Fama and Kenneth French that provide the building blocks to the prudent investment strategy that he recommends to investors.”
Firm:

Index Fund Advisors

Job Title:

Founder & President

Biography:

Mark Hebner is Founder and President of Index Fund Advisors, Inc. (IFA), author of the popular book, "Index Funds: The 12-Step Recovery Program for Active Investors", and is a respected speaker, news contributor and provider of authoritative information and education on investing.

"Index Funds" has received praise from financial industry and academic luminaries, including John Bogle, David Booth, Burton Malkiel, as well as Nobel Laureates Harry Markowitz and Paul Samuelson. It was nominated as one of the three all-time greatest investment books, along with the writings of John Bogle and Warren Buffett.

IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets.

IFA is a true fiduciary financial advisory firm, compelled by law to act in the best interests of clients, always – something the investing public, mistakenly, believes all financial advisors are required to do.  

Mark contends that one can be a passive investor but still apply active intelligence to the process of investing.  He takes an evidence-based academic approach to this process and illustrates it with art and science.   

Mark was a member of the Young Presidents' Organization for 19 years and is currently a member of the World Presidents' Organization and the Chief Executives Organization.

Prior to founding Index Fund Advisors in 1999, Mark was President, CEO and co-Founder of Syncor International (previously a public company - SCOR) from 1975 to 1985. In Jan. 2003, Cardinal Health acquired Syncor for approximately $850 million. As a division of Cardinal Health, it is the largest radiopharmaceutical network in the United States.

Education:

BS Nuclear Pharmacy, University of New Mexico
MBA, University of California at Irvine

Assets Under Management:

$2.6 billion

Fee Structure:

Fee-Only

CRD Number:

4371910

Disclaimer:

Nothing contained in this publication is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

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October 2017
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    Investing
What investment strategies do you recommend for someone with low capital?
100% of people found this answer helpful

$5,000 invested for the future is best served through a Target-Date Fund of low cost, passively managed index funds. If those aren’t available for whatever reason, passively managed index based ETFs are a great way to go as well.

February 2017
    Investing, ETFs
What is the purpose of investing in physical gold or gold ETFs?
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June 2017
    Investing, Lifestage Based Planning
How should I invest a large sum of my savings towards my kid's future expenses?
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July 2017
    Retirement, 401(k), Retirement Plans
When should I retire?
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September 2017
    Mutual Funds
What is the relationship between alpha, beta, and r-squared when analyzing a fund?
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June 2016