Efficient Frontier Advisors
Principals
William Bernstein
Susan Sharin
Efficient Frontier Advisors
Principals
William Bernstein
Susan Sharin
Efficient Frontier Advisors LLC is a boutique investment-advisory firm, providing ongoing portfolio management for an intentionally limited number of clients. The principals directly handle client portfolios and all aspects of the client relationship. EFA's services are designed for very high-net-worth individuals (minimum portfolio size $25 million) who want to implement an efficient, low-expense asset-class-based strategy. The framework for portfolio implementation is discussed in numerous articles on this Web site and in William Bernstein's books, The Intelligent Asset Allocator, The Four Pillars of Investing, and The Investor's Manifesto.
We are not accepting new clients at this time.
Efficient Frontier Advisors LLC PO Box 237 Eastford, CT 06242 In compliance with securities regulations, Efficient Frontier Advisors LLC will not transact business in any state unless first registered there or qualified for an exemption or exclusion from registration there. Further, the advisor will not communicate any follow-up, individualized responses which render investment advisory services for compensation, unless first registered or qualified for an exemption or exclusion in the given state.
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