What Makes Us Different? | Efficient Wealth Management Inc.

The Seven Step Investment Management Process is well understood by serious industry participants.

Few do it all. Most will do the minimum required of Step One – adhere to the Know Your Client Rule. All will faithful execute Step Four – this is how they get paid. The custodian will provide the minimum allowed by Step Five.

Step One

Determine Investment Objectives and Constraints

Step Two

Create an Investment Policy Statement

Step Three

Establish a Strategic Asset Allocation

Step Four

Select Securities

Step Five

Monitor the Markets and the Client

Step Six

Appraise the Portfolio’s Performance

Step Seven

Re-balance the Portfolio

The Seven Step Investment Management Process is well understood by serious industry participants.

Step One
Determine Investment Objectives and Constraints
Step Two
Create an Investment Policy Statement
Step Three
Establish a Strategic Asset Allocation
Step Four
Select Securities
Step Five
Monitor the Markets and the Client
Step Six
Appraise the Portfolio’s Performance
Step Seven
Re-balance the Portfolio

This is not good enough.

EWM adds Step Zero: A financial plan that provides all the thoughts and analyses to proceed to Step One.

We then enhance it all with a new coaching program called The Gratifying Harvest. The program helps you enjoy your future by carefully harvesting cash flow from your lifetime of savings or preparing you to do so. The Gratifying Harvest is an advanced program that takes everything to a much higher level and is only available from Efficient Wealth Management.