Efficient Portfolio Advisors (independent investment advisory firm) in Active Trader Links Directory

We are a fully independent investment advisory firm (RIA) registered with the S.E.C. We place our clients interests first to Make Their Money Last. We have intentionally given up the hidden profits of being broker-dealer/stockbroker affiliated in order to transparently and always be on our clients side to make our clients money last. As a result, we have intentionally positioned ourselves to give our clients direct access to unique and proven institutional investment processes that has been proven to make their money last (see Our Portfolio Performance page). These processes are only directly available through fully independent RIAs. In addition, we employ a tailored mix of investment strategies including the institutional investment process, PMOs, TMAs, SMAs, ETFs, tax deferral and annuties to make our clients money last. Further, we have the expertise, experience and disposition to offer truly tailored wealth management solutions that are usually available only to investors with high eight figures or more of investible assets. Please see Our Tailored Services page. Moreover, we have access to leading research and tools to turn groundbreaking concepts into practical action for our clients. Our academic and legal connections allow us to apply best practices in any tax climate or market.

Address: 1380 Lead Hill Blvd., Suite 106, Roseville, CA 95661
Telephone: 916 780 1040
Fax: 916 434 9579
Website: http://www.efficientportfolioadvisors.com/