Efficient Market Investments, LLC

Overview

Efficient Market Investments, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, delivering services through a mix of percentage‑of‑AUM, hourly, and fixed-fee arrangements. Its client base is predominantly individuals and families rather than institutions, and it does not position itself as a capital allocator or an active ESG investor. Investment activity centers on broadly diversified public fund exposures rather than concentrated single‑stock bets or an extensive lineup of proprietary strategies. The firm’s advisory scope is traditional wealth management—financial planning plus portfolio construction and oversight—with a preference for mutual funds as the foundational vehicle and a smaller allocation to alternatives, principally real estate. Business operations also include accounting services, which suggests an integrated approach to client financial affairs.

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Location & Offices