Composite Returns

Traditional Strategies

 

Efficient Market Advisor’s Taking Income Strategies provide a solution for investors who are currently spending their investment. The Strategie’s main objective is to achieve a balanced return by investing in a combination of asset classes. The Strategy consists of multiple exchange-traded funds (ETFs) and a cash account. Income is derived primarily from investments in fixed income ETFs and secondarily from equity ETFs.

 

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Efficient Market Advisor’s 2-5 Years Strategies provide a solution for investors who are within two to five years from needing to begin spending their investment. The Strategie’s main objective is to achieve a balanced return by investing in a combination of asset classes. The Strategy consists of multiple exchange-traded funds (ETFs) and a cash account. Income is derived primarily from investments in fixed income ETFs and secondarily from equity ETFs.

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Efficient Market Advisor’s 6-10 Years Strategies provide a solution for investors who are within six to ten years from needing to begin spending their investment. The Strategie’s main objective is to achieve a balanced return by investing in a combination of asset classes. The Strategy consists of multiple exchange-traded funds (ETFs) and a cash account. Income is derived primarily from investments in fixed income ETFs and secondarily from equity ETFs.

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Efficient Market Advisor’s 11-19 Years Strategies provide a solution for investors who are within eleven to nineteen years from needing to begin spending their investment. The Strategie’s main objective is to achieve a balanced return by investing in a combination of asset classes. The Strategy consists of multiple exchange-traded funds (ETFs) and a cash account. Income is derived primarily from investments in fixed income ETFs and secondarily from equity ETFs.

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Efficient Market Advisor’s 20 Plus Years Strategies provide a solution for investors who are in excess of twenty years from needing to begin spending their investment. The Strategy’s main objective is to achieve a balanced return by investing in a combination of asset classes. The Portfolio consists of multiple exchange-traded funds (ETFs) and a cash account. Income is derived primarily from investments in fixed income ETFs and secondarily from equity ETFs.

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ESG Strategies

 

Efficient Market Advisor’s ESG Taking Income Strategy provides a solution for investors who are currently spending their investment. The Strategy’s main objective is to achieve a balanced return by investing in a combination of asset classes. The Strategy consists of multiple exchange-traded funds (ETFs) that incorporate Environmental, Social and Governance (ESG) factors. The ESG Taking Income Strategy is designed for investors willing to accept a low level of volatility in their portfolio.

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Efficient Market Advisor’s ESG 2-5 Years Strategy provides a solution for investors who are within two to five years from needing to begin spending their investment. The Strategy’s main objective is to achieve a balanced return by investing in a combination of asset classes. The Strategy consists of multiple exchange-traded funds (ETFs) that incorporate Environmental, Social and Governance (ESG) factors. The ESG 2-5 Years Strategy is designed for investors willing to accept a lower level of volatility in their portfolio.

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Efficient Market Advisor’s ESG 6-10 Years Strategy provides a solution for investors who are within six to ten years from needing to begin spending their investment. The Strategy’s main objective is to achieve a balanced return by investing in a combination of asset classes. The Strategy consists of multiple exchange-traded funds (ETFs) that incorporate Environmental, Social and Governance (ESG) factors. The ESG 6-10 Years Strategy is designed for investors willing to accept a moderate level of volatility in their portfolio.

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Efficient Market Advisor’s ESG 11-19 Years Strategy provides a solution for investors who are within eleven to nineteen years from needing to begin spending their investment. The Strategy’s main objective is to achieve a balanced return by investing in a combination of asset classes. The Strategy consists of multiple exchange-traded funds (ETFs) that incorporate Environmental, Social and Governance (ESG) factors. The ESG 11-19 Years Strategy is designed for investors willing to accept a higher level of volatility in their portfolio.

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Efficient Market Advisor’s ESG 20 Plus Years Strategy provides a solution for investors who are in excess of twenty years from needing to begin spending their investment. The Strategy’s main objective is to achieve a balanced return by investing in a combination of asset classes. The Strategy consists of multiple exchange-traded funds (ETFs) that incorporate Environmental, Social and Governance (ESG) factors. The ESG 20 Plus Years Strategy is designed for investors willing to accept a high level of volatility in their portfolio.

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5G Achievers Strategy

 

Efficient Market Advisor’s 5G Achievers Strategy is a long-only equity strategy that invests in global companies which have devoted significant resources and made commitments to the use of 5G cellular and next generation technologies.

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Income Only Strategy

 

Efficient Market Advisor’s Total Return Portfolio provides a solution for investors who are seeking total return primarily through interest income and secondarily through capital appreciation. The Strategy consists of multiple exchange-traded funds (ETFs) and a cash account. Income is derived primarily from investments in fixed income ETFs and secondarily from equity ETFs. The Total Return Strategy is designed for investors with a lower tolerance for volatility in their portfolio and a high need for current income.

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