EFFICIENT CAPITAL STRATEGIES, LLC

Overview

Efficient Capital Strategies, LLC is a small, independent registered investment advisor structured as an LLC that focuses on individualized portfolio management and financial planning for individuals, families and small business owners. The firm charges a mix of percentage-of-assets, hourly and fixed fees and operates with discretionary authority over the assets it manages. Investment activity shows a clear tilt toward equities—both exchange-traded securities and individually selected stocks—while incorporating a range of alternative strategies and private-market exposures to supplement core holdings. The firm also carries out real estate brokerage activities, which can complement its private-market allocations and sourcing of real estate investments. Efficient Capital Strategies does not position itself as an ESG specialist, and it is not set up as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices