Peter Broekelschen

Peter Broekelschen serves as Senior Portfolio Manager at Index Fund Advisors, Inc. (IFA) in Irvine, California, where he oversees the construction and management of risk-appropriate, globally diversified portfolios built exclusively with index funds. His responsibilities include portfolio strategy, investment operations, client communications, and supporting the firm’s evidence-based approach to passive asset management.

He specializes in broad-based asset allocation involving U.S. and international equities, fixed income, and specialized sector index funds, guiding both individual and institutional clients through diversified, tax-managed investments that align with modern portfolio theory principles. Broekelschen focuses particularly on the implementation of index strategies within the wealth management and retirement planning sectors, consistent with IFA’s fiduciary, fee-only model.

Joining IFA in 2014, Broekelschen progressed from Portfolio Associate to Portfolio Manager before assuming the Senior Portfolio Manager role in 2023, demonstrating a strong track record in investment management and client advisory. He holds a Bachelor of Science in Business Administration with an emphasis in Finance from Chapman University’s George L. Argyros School of Business and Economics, further underpinning his expertise in quantitative portfolio construction and disciplined investment strategies.