San Diego Business Journal
By SARAH DE CRESCENZO
Friday, December 9, 2016
San Diego-based firm Efficient Market Advisors LLC said it now directly or indirectly invests more than $1 billion on behalf of investor clients and their financial advisors through its investment portfolios of exchange traded funds.
FOR IMMEDIATE RELEASE
December 7, 2016 – (La Jolla, CA)
Efficient Market Advisors (EMA) announced today that it directly or indirectly invests over $1 billion on behalf of investor clients and their financial advisors. EMA, a leading Exchange Traded Fund (ETF) strategist firm headquartered in San Diego, CA, credits this milestone and its record growth to the more than 453 US-based financial advisors who have chosen to allocate their client’s assets to EMA’s proprietary ETF strategies.
Since EMA’s founding in 2004, the firm has focused on building lower cost, transparent ETF strategies on behalf of individual investors. “Back in 2004, our goal was to replicate the institutional consultant process of investing for retail investors through the use of ETFs. The ETF was a transformative financial product that made this possible” said Herb Morgan, Founder, CEO & Chief Investment Officer.
EMA further credits its success to the hard work and investment results of its investment policy committee (IPC), which emphasizes a combined strategic, tactical and opportunistic investment approach. “We are traditional top-down macro-economic oriented investors who have never been enticed by black-box quantitative strategies” said Morgan.
In the June 30, 2016 edition of the Morningstar Managed ETF Landscape report, EMA strategies received high rankings when measured by 5-year returns and selected risk statistics. In the US Balanced (Hybrid) category, EMA strategies were ranked #4, 5, 7, 8, 9, 11,12,13 & 15 amongst their peers. In the US Equity (Hybrid) category, EMA strategies were ranked #1,2, & 3, and in the US Fixed Income (Hybrid) category, EMA strategies ranked #5, 7, & 10 by Morningstar.
EMA’s enviable track record and performance reporting integrity have certainly contributed to the firm’s success. “We are very grateful for the trust and confidence placed in EMA by over 450 financial advisors and thousands of investors” said Morgan.
Contact: Rebecca L. Wilson
*Past performance is no guarantee of future returns. A fully compliant GIPS® presentation is available upon request by calling 858-847-0690. EMA claims compliance with the Global Investment Performance Standards (GIPS®). EMA has been independently verified for the periods November 1, 2004 through September 30. 2016 by Spaulding Group. Verification assesses (1) whether the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. Verification does not ensure the accuracy of any specific composite presentation. Investors have the opportunity for losses as well as profits. Past performance is no guarantee of future results. EMA is an SEC-registered investment advisor that constructs investment portfolios using Exchange-Traded Funds (ETFs). Founded in 2004 for the sole purpose of managing ETF based separate accounts, EMA serves high net-worth investors, trusts, foundations, retirement plans and institutions. EMA has one of the longest pure-ETF investment track records in the investment management industry. EMA utilizes proprietary and third-party research to construct ETF portfolios that offer investors highly-diversified asset class exposure that is transparent, liquid, low-cost and tax-efficient. EMA’s mission is to deliver superior investment returns over full market cycles through the implementation of propriety asset allocation processes.
LEGAL DISCLOSURE AND DISCLAIMER
This press release has been provided for informational purposes only. It does not constitute or form part of any offer to issue or sell, or any solicitation of any offer to subscribe or to purchase, or sale of any security. Nothing contained herein may be construed as investment advice. The value of investments may fall as well as rise and you may not get back your original investment. Past performance is not necessarily a guide to future performance or returns. No Bank Guarantee, Not FDIC Insured. EMA has taken all reasonable care to ensure that the information contained in this material is accurate at the time of its distribution, no representation or warranty, express or implied, is made as to the accuracy, reliability or completeness of such information. © Efficient Market Advisors LLC 2016.