Asset Allocation

With the help of their Financial Advisor, individual investors can choose from fifteen different asset allocation models in the Efficient Market Portfolios account. Our asset allocation models consider both an investors appetite for risk and the time horizon attached to meeting their investment goals.

Within each asset allocation model there may be allocations to:
  • Large Cap Stocks
  • Mid Cap Stocks
  • Small Cap Stocks
  • International Stocks
  • Intermediate Investment Grade Taxable Bonds
  • Short Term (1-3 yrs) Bonds
  • Real Estate Investment Trust (REITs)
  • Alternative Investments
  • High Yield Bonds
  • Preferred Stocks
  • Cash

Working with your financial advisor will help you determine the appropriate asset allocation mix suitable for your risk profile and your investment time horizon. If you need help locating a financial advisor please call Efficient Market Advisors at 1-888-327-4600.