Performance

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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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Non-Traditional Strategy

 

Efficient Market Advisors has endeavored to create a liquid alternative investment vehicle that when used in conjunction with one of our traditional 15 Strategies has the potential to increase expected returns while lowering expected risk of the total strategy. The Efficient Market Advisors Dynamic Volatility Strategy attempts to capture returns from movements in volatility as measured by the CBOE SPX Volatility Index (VIX). The Strategy’s main objective is to provide negative correlation to traditional asset classes.

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Income Only Strategy

 

Efficient Market Advisor’s Total Return Porfolio provides a solution for investors who are seeking total return primarily through interest income and secondarily through capital appreciation. The Strategy consists of multiple e change-traded funds(ETFs)and a cash account. Income is derived primarily from investments in fied income ETFs and secondarily frome quity 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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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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