Our process goes beyond our initial recommendation. When you work with us you can expect:
Transparency
When it comes to investing, costs matter our goal is to provide fully transparent portfolios to give you clarity about exactly what you are paying. We maintain a keen focus on investment expenses and most frequently implement our investment strategies using low-cost index and index-like investment options.
Objectivity
As investment stewards and advisors dedicated to responsible investing, we strive to ensure that our strategies and investment choices help meet your objectives. We are not affiliated with any fund company. This allows us the ability to offer objective advice and the freedom to select from the universe of available investment options.
State-of-the-Art Technology
As a client, you can review your account information and a multitude of reports online by logging into our client portal.
Ongoing Education
We support our clients with ongoing webinars, newsletters and an extensive video library so that our clients can stay informed.
Backed by Efficiency
Our firm is able to leverage Efficient Advisors’ back-office support team so that we can better serve you and your portfolio.
Rigorous Investment Approach
Our rigorous investment approach is guided by leading academic research, designed to give you a prudent and cost-efficient investment experience through the use of Evidence Based Portfolios™
Our Evidence Based Portfolios™ are managed according to the covenants of Modern Portfolio Theory (MPT) and adhere to four key elements:
Strategic asset allocation as our core philosophy as opposed to a tactical or dynamic allocation approach
A commitment to broadly diversified, global portfolios with passive or passive-leaning underlying investments
Strong adherence to Nobel Prize-winning academic research that has identified certain risk "factors" for which investors might expect to earn a higher return over time
Use of low-cost underlying investments whenever possible