Asset Allocation

With the help of their Financial Advisor, individual investors can choose from fifteen different asset allocation models in the Efficient Market Portfolios account. Our asset allocation models consider both an investors appetite for risk and the time horizon attached to meeting their investment goals.

Within each asset allocation model there may be allocations to:

Large Cap Stocks
Mid Cap Stocks
Small Cap Stocks
International Stocks
Intermediate Investment Grade Taxable Bonds
Short Term (1-3 yrs) US Government Bonds
Real Estate Investment Trust (REITs)
Alternative Investments
High Yield Bonds
Preferred Stocks
Cash

Working with your financial advisor will help you determine the appropriate asset allocation mix suitable for your risk profile and your investment time horizon. If you need help locating a financial advisor please call
Efficient Market Advisors at 1-888-327-4600.

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