Investment Management

Data-Driven Guidance To Help Make More Confident Investment Decisions

If you’re like many investors, you’re looking for objective, data-driven guidance that can help you make better and more confident investment decisions.

EFA Wealth Management provides that guidance with independent, objective research and tools that comply with industry-recognized prudent investment practices that are the cornerstone of a fiduciary standard of excellence. (See: What is the Fiduciary Standard?).

As more investors seek fiduciary-level oversight of their assets, EFA Wealth Management is responding to this demand by incorporating the sophisticated investment management tools available in the fi360 toolkit. This comprehensive suite of online applications empowers us to manage clients’ assets in alignment with the prudent practices for investment fiduciaries developed by the center for fiduciary studies.

PERSONALIZED INVESTMENT POLICY STATEMENTS

An investment policy statement serves as a blueprint upon which your portfolio will be built and managed.

CUSTOMIZABLE INVESTMENT RESEARCH & SCREENING

Each investor’s goals are unique. We utilize a powerful set of investment screening capabilities that draws upon a universe of thousands of mutual funds, ETFs, separate accounts, and variable annuities to generate a recommended investment portfolio based on your specific investment objectives, risk/return profile, and asset class restraints.

Investment research capabilities incorporate Morningstar data to deliver detailed performance information, expense calculations, and other investment statistics on every option in your portfolio. (See Profile Report and Fund Fact Sheet samples to the right)

ASSET ALLOCATION ANALYSIS AND OPTIMIZATION

Is your current asset allocation in sync with your investment objectives? We use cutting edge technology that identifies client’s acceptable levels of risk and reward with unparalleled accuracy. Using this technology, we ensure that client portfolios align with their investment goals and expectations.

FLEXIBLE REPORTING CAPABILITIES

Comprehensive, customizable performance reports detailing your asset class weightings, return and risk characteristics, estimated expenses, and the Fiduciary Score for all of the mutual fund, ETF, and insurance group separate account holdings in your portfolios(s).

WHAT IS THE FIDUCIARY STANDARD?

Advisors who serve in a fiduciary capacity are legally and ethically required to provide the highest level of care and act in the best interests of their clients. That means applying extensive, objective, and prudent processes for evaluating investment options and managing risk, and demonstrating that their recommendations and actions reflect your specific investment objectives.

PROFILE REPORT

FUND FACT SHEET