A complete list of active advisors currently associated with Efficient Capital Strategies, LLC
Warmer can help you find a great advisor at Efficient Capital Strategies, LLC or one who fits your needs even better.
The firm offers customized, goals-based financial planning, discretionary portfolio management, non-discretionary investment supervisory services, and advisory consultations, including work for endowment or pension boards. It discloses managing approximately $23.36 million in discretionary client assets and generally requires a $100,000 minimum for portfolio management, subject to waiver at the firm’s discretion. Its investment approach is value-oriented and driven primarily by fundamental analysis, with technical analysis used as a complement; portfolios may include equities, fixed income, mutual funds, exchange-traded funds (including nontraditional leveraged and inverse ETFs), and publicly traded REITs. The firm monitors portfolios for market and economic developments, may employ hedging or short-term tactical positions when appropriate, and typically implements strategies under discretionary authority. What stands out relative to many independent peers is the principal’s active real estate salesperson license and ongoing real estate activities (about 10% of the workweek), and the practice of providing advisory services to corporate and institutional clients in addition to high-net-worth individuals. The firm also expressly offers project-based advisory consultations and investment performance reviews for business or institutional clients, a service mix that is less common among similarly structured independent advisors.
To learn more about the advisors currently working at Efficient Capital Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Providence, RI
| 12
|
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