Efficient Advisors, LLC
Efficient Advisors, LLC is an SEC-registered investment adviser headquartered in Cincinnati, Ohio, founded in 2009. The firm is owned by Fiduciary Services Group, LLC and provides turn-key asset management solutions for financial advisors, independent planners, investment advisers, CPAs, and brokerage firms. Their services focus on model portfolio management using exchange-traded funds, mutual funds, managed futures, and variable annuity subaccounts. Efficient Advisors operates under the d.b.a. Evidence Based Advisors and serves both advisors and direct clients, with a business practice focused on long-term wealth accumulation adapted to client-specific financial needs and risk tolerances. Employee count is not disclosed.
Investment Strategy
Efficient Advisors employs an asset allocation strategy intended to build long-term wealth while managing risk tolerance and loss thresholds according to client goals. The firm designs and manages model portfolios allocated among ETFs, no-load mutual funds, managed futures funds, and variable annuity subaccounts. They monitor client accounts and rebalance or reallocate assets on a discretionary basis to maintain the chosen model allocation. The firm partners with independent advisers and professionals who refer clients, targeting investment outcomes based on principles of evidence-based investing and cost efficiencies.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VBR | VANGUARD INDEX FDS | 7.09% | $119.1M | 610,689 | $134.76 | $195.01 | +$13.3M |
V VTI | VANGUARD INDEX FDS | 6.95% | $116.7M | 383,864 | $218.83 | $303.93 | +$15.1M |
B BND | VANGUARD BD INDEX FDS | 6.40% | $107.4M | 1,458,694 | $73.49 | $73.63 | +$4.3M |
V VOO | VANGUARD INDEX FDS | 6.13% | $102.9M | 181,106 | $398.36 | $568.03 | +$13.6M |
V VB | VANGUARD INDEX FDS | 6.13% | $102.9M | 434,073 | $176.24 | $236.98 | +$14.2M |