Efficient Market Advisors Receives Coveted Five-Star Ranking from Morningstar For Balanced ETF Portfolio

Share Article

Balanced ETF Portfolio ranked in top top decile for risk-adjusted performance

Efficient Market Advisors, LLC (EMA) a San Diego-based Registered Investment Advisory firm specializing in managing separate accounts comprised of exchange traded funds (ETFs), is proud to announce a rating of 5 out of 5 stars from Morningstar® for its 6-10 Years Conservative Portfolio.

Morningstar Separate Account Ratings™ are based solely on a proprietary mathematical formula which measures risk-adjusted performance and is recalculated on a quarterly basis. The ratings formula measures the amount of variation in an account's quarterly performance, emphasizing downward variation and rewarding consistency. The top 10% of accounts in a category receive 5 stars; the next 22.5% receive 4 stars; the next 35% receive 3 stars; the next 22.5% receive 2 stars; and the bottom 10% receives 1 star. In addition to the 5 star ranking on the EMA 6-10 Year Conservative Portfolio EMA also earned a four star ranking on eight of its other portfolios.
“I am quite pleased with the rankings from Morningstar. These rankings are a validation of our philosophy of active asset allocation and passive security selection,” said Herb Morgan, EMA’s CEO & Chief Investment Officer.

For more details on EMA’s managed ETF offerings please visit http://www.etfaccount.com or call 1-888-327-4600.

About Herb W. Morgan and Efficient Market Advisors

Herb W. Morgan is CEO and Chief Investment Officer of Efficient Market Advisors LLC, a Registered Investment Advisory firm which he founded in 2004. Herb Morgan has been interviewed by media including Forbes Magazine, CBS Market Watch, Business Week, Investment News, Smart Money, Barron’s, Financial Times of London and The Wall Street Journal. Morgan has been a television guest on Fox News and CNBC. Herb is also a blogger-columnist with Forbes.com.
#     #     #

Copyright © 2012 by Efficient Market Advisors LLC / Herb Morgan

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Susan H. King
Follow us on
Visit website