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Our History

Efficient Advisors was founded in 2009 to support advisors seeking to offer their clients the prudence of passive, structured investing based on academic discipline. Rather than claiming to possess market-beating expertise, we focus on deploying cost-efficient, globally-diversified asset allocation which we believe forms the basis for long-term investment success. We aim to offer advisors a collaborative culture based on a core philosophy of integrity, honesty and open communication.

We now deliver our prudent investment solutions by partnering with over 100 financial advisors nationwide. Our advisors share our investment philosophy and commitment to high-touch client service allowing us to support investors across the country and to manage over $1 billion in assets.

Our mission is straightforward: utilize the power of academic research as our guiding principle in engineering low-cost, globally diversified portfolios that are designed to capture market rates of return. Then, work closely with our advisors by providing ongoing education and support as they implement these strategies with their clients.

Efficient Advisors is a registered investment adviser. Information presented is for informational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Our Mission is Straightforward

Utilize the power of academic research as our guiding principle in engineering low-cost, globally diversified portfolios that are designed to capture market rates of return. Then, work closely with our advisors by providing ongoing education and support as they implement these strategies with their clients.