EFFICIENT PORTFOLIO CONSULTANTS, LLC IS A REGISTERED INVESTMENT ADVISORY FIRM, REGISTERED WITH THE S.E.C.
REGISTERED INVESTMENT ADVISORS OFFER THE HIGHEST LEVEL OF INVESTOR PROTECTION
- RIAs are legally required to act in the investor’s best interest in all aspects of the financial relationship.
- RIAs must disclose all conflicts of interest prior to providing financial advice.
- Identify and monitor illiquid securities
- Employ fair market valuation procedures where appropriate
- Observe procedures regarding the allocation of investment opportunities, including new issues and the aggregation of orders
Investment advisory and investment consulting services are provided in the United States through Efficient Portfolio Consultants, LLC, a registered investment adviser registered with the Securities and Exchange Commission to practice in all 50 States.
