A complete list of active advisors currently associated with Efficient Market Investments, LLC

Warmer can help you find a great advisor at Efficient Market Investments, LLC or one who fits your needs even better.

Efficient Market Investments is a small independent advisory firm that serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management alongside financial planning and ongoing consulting, and it offers tax-preparation services through an affiliated accounting practice. Portfolios are tailored to client goals and risk tolerance using fundamental analysis and charting, with periodic rebalancing and quarterly reviews. The firm employs a range of strategies — including long- and short-term positions, trading, options writing and other derivatives in separately managed accounts — and operates with discretionary trading authority. Approximately 10% of the principal’s time is devoted to the tax-preparation business, creating an integrated tax and investment service model that the brochure discloses as a potential conflict of interest and addresses through procedures. Compared with peers, the combination of an in-house accounting practice and routine use of derivatives is uncommon for a solo independent adviser; the firm also manages a modest asset base across a small client roster and requires the use of Interactive Brokers or Altruist custodians.

To learn more about the advisors currently working at Efficient Market Investments, 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.