MORNINGSTAR ETF MANAGED PORTFOLIOS RESEARCH RANKS SAN DIEGO MONEY MANAGER AT TOP OF THREE MAJOR CATEGORIES THROUGH SEPTEMBER 30, 2012
Morningstar ETF Managed Portfolios Research ranks San Diego Money Manager at top of three major categories through September 30, 2012
San Diego, February 9, 2013 —
#1 US Balanced Manager
#1 US Fixed Income Manager
#1 US Equity Manager
(San Diego) – Efficient Market Advisors (EMA) has been named among best in the industry among all active managers of exchange traded fund (ETF) portfolios within the US Balanced asset class, the US Equity asset class and the US Fixed Income asset class rankings by Morningstar ETF Managed Portfolios Research. (NASDAQ: MORN)
EMA leads the performance rankings of ETF investment managers published on www.morningstar.com. Hundreds of firms and multiple investment strategies were reviewed.
• In the “United States Balanced” Category five of EMA’s strategies captured first through fifth place in the 1-Year return rankings for the period ended September 30, 2012
• In the “United States Fixed Income” Category, EMA’s strategies captured the first and fourth place in the 1-Year return rankings for the period ended September 30, 2012
• In the “United States Equity” Category, EMA’s strategies captured first through third place in the 1-Year rankings for the period ended September 30, 2012
“I am quite pleased by the performance we have achieved. The ETF managed account space is no longer emerging. EMA is now the dominant player in one of the fastest growing segments in financial services,” said Herb Morgan, CEO & Chief Investment Officer.
Exchange traded funds or ETFs are mutual funds that trade like a stock on an exchange. An ETF represents a group of securities that reflect an index such as the Standard & Poor’s 500. An ETF gives an investor the diversification of an index fund with the flexibility of a stock. They are becoming an increasingly popular investment tool.
Morningstar’s database tabulates performance rankings for the managed accounts industry and is considered among the highest authorities in financial performance measurement for brokerages, wealth management firms, independent advisors, pension consultants and pension plan sponsors.
Efficient Market Advisors, which has been using ETFs for portfolio construction since 2004, offers a range of time horizon portfolios based on risk appetite and when investors plan to start spending their capital.
About Herb Morgan and Efficient Market Advisors
Efficient Market Advisors’ managed offerings provide investors with an account that seeks to maximize investment performance given the investor’s time horizon and willingness to accept risk. Herb W. Morgan is CEO and Chief Investment Officer of Efficient Market Advisors, LLC, 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 guest on Fox News and CNBC. Herb Morgan serves as the volunteer President of the Board of Administration of the San Diego City Employees’ Retirement System (SDCERS).
Efficient Market Advisors is online at www.efficient-portfolios.com; Herb Morgan is on Facebook and on Twitter at @HMorgan422
# # #
Copyright © 2013 by Efficient Market Advisors LLC / Herb Morgan