Efficient Frontier Advisors
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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, The Investor's Manifesto, and Rational Expectations.

Please contact us at the address below if interested and include a telephone number with convenient times to reach you. We ask that individuals also provide their state of residence.

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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