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Drake Mueller

Drake Mueller

Portfolio Analyst at Index Fund Advisors, Inc.

Orange, CA , United States

About

Drake Mueller is a Portfolio Analyst at Index Fund Advisors, Inc. in Orange, CA, where he is responsible for supporting portfolio management, structured asset allocation, and client reporting. His work centers on analysis and operational tasks related to broadly diversified portfolios using low-cost index funds, with a primary focus on equities and fixed income.

His professional experience includes an internship as a Financial Representative at Northwestern Mutual, where he developed client relationship and investment analysis skills prior to joining Index Fund Advisors, Inc. in 2023. Drake’s expertise lies in advising on large-scale index fund allocation strategies, serving clients invested in U.S. and international equity and bond markets, and supporting evidence-based investing approaches.

Drake holds a degree in Business Administration from Chapman University, where he combined a rigorous academic foundation with real-world experience as a student-athlete. He is recognized for his analytical capabilities and commitment to fiduciary standards, contributing to the business’s mission of delivering data-driven, cost-effective portfolio solutions.

Career History

OrganizationRoleDate RangeDetails
Index Fund Advisors, Inc.Portfolio AnalystJun 2023 to Present
Irvine, California, United States
Northwestern MutualFinancial Representative InternMay 2022 to Mar 2023
Irvine, California, United States

Education

Chapman University

2019 2023

Skills & Expertise

Financial Concepts
Microsoft Products
Attention to Detail
Investment Analysis
ETFs
Modern Portfolio Theory
Portfolio Management
Financial Planning
Interpersonal Communication
Equity Research
Trading Strategies
Data Analysis
Financial Accounting
Quantitative Analytics
Financial Statement Analysis
Financial Modeling
Investments
Wealth Management
Microsoft Excel
Sales
Interpersonal Skills
Phone Etiquette

Others at Index Fund Advisors, Inc. (3)

NameRoleLocation
Peter Broekelschen
Peter Broekelschen
Senior Portfolio ManagerIrvine, CA , United States
Tamara Metwally
Tamara Metwally
Portfolio ManagerIrvine, CA , United States
Luke Owens
Luke Owens
Portfolio AnalystIrvine, CA , United States

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