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We separate ourselves from the herd by providing successful advisors with:

  • Objectivity
    Objectivity - Responsible Investment Management

    We are not affiliated with any organization or one particular fund company. This allows us the ability to ensure objective advice. As investment stewards and advisors dedicated to responsible investing, we ensure that our strategies and investment choices help meet your client's objectives and risk tolerance.

    The discipline of rebalancing helps curb the emotions that market gyrations can create. Following this strategy when the math, rather than our intuition, says to do so helps ensure you are selling when prices are relatively high and buying when prices are relatively low.

  • Transparency
    Transparency - Lower Costs

    We maintain a keen focus on investment expenses and most frequently implement our investment strategy using low-cost index and index-like investment options. Our standard fee schedule is much lower than most other advice providers once all costs – including hidden fees – are exposed.

    We adhere to a strict client confidentiality agreement and do not share any personal client information with unauthorized third parties. An independent compliance advisory firm performs a complete audit of our firm on an annual basis. We do not maintain custody of client assets. Instead, we partner with industry leading custodians who do, such as Fidelity and Charles Schwab.

  • Practice Efficiency
    Practice Efficiency - It's About Your Time

    By combining state-of-the-art technology with an unparalleled commitment to the service and support of our advisor community, we allow our advisors to focus on what they love to do – spend time with their clients and help them to achieve their financial goals and dreams. Our reporting and administration system, coupled with our leading edge client relationship management software, provides an ideal platform for reliable and effective client service. Clients and advisors can review their account information and a multitude of reports online with the click of a button.

    We work closely with our advisors as they coordinate all aspects of their client's wealth, retirement, and financial well-being. We meet and communicate regularly and consistently depending on their needs and availability. Through our partnership advisors can expect to be more productive and successful.

Efficient Advisors is a registered investment adviser. Information presented is for informational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.