May 25, 2011
Contact: Gayle Lynn Falkenthal, APR
(619) 997-2495 or firstname.lastname@example.org
San Diego Investment Firm Given “Top Gun” Status
Efficient Market Advisors ranked first in its category nationwide by respected analyst
(San Diego) – The San Diego-based investment firm Efficient Market Advisors (EMA) and CEO & Chief Investment Officer Herb Morgan have been named best in the United States in their class in the new category of “PSN Top Guns” Rankings among all active managers of exchange traded funds (ETFs) in the United States within the US Balanced asset class by Informa Investment Solutions, a division of Informa plc (LSE: INF).
EMA leads the Top Five list of ETF managers published on www.informais.com. Hundreds of firms and their multiple investment strategies were reviewed. According to Informa, EMA “dominated” the Managed ETF universe, with seven different investment products it manages ranked in the top five across six categories in for the first quarter of 2011. EMA also had three products outside the managed ETF category that received “Top Guns” honors.
“To say I’m pleased that Informa Investment Solutions describes Efficient Market Advisors as having ‘dominated the managed ETF landscape’ hardly describes our reaction,” said Morgan. “While performing well for our clients is our greatest reward, being recognized for good work is an affirmation that you’re delivering results and doing well by the people counting on you to manage their assets well and wisely.
“Having graduated from El Camino High School in Oceanside, I admit being named a ‘Top Gun’ has a special thrill given our community’s connection and admiration for what the Top Guns tradition stands for,” said Morgan.
Morgan says ETF managed accounts are quickly becoming a dominant engine for industry growth. Morgan says he has seen a huge increase in sales and interest in managed ETF portfolios over the last six months. “Any separate account investor with less than $10 million in assets should consider an ETF based strategy,” said Morgan. "These types of strategies are perfect for foundations, endowments and families of all asset sizes."
Exchange traded funds or ETFs are mutual funds that trade like a stock on an exchange. An ETF represents a group of securities that reflects 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.
Informa’s PSN 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 asset allocation 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 a member of the Board of Administration of the San Diego City Employees’ Retirement System (SDCERS) where he is Vice President and a member of the Investment Committee.
Efficient Market Advisors is online at www.efficient-portfolios.com; Herb Morgan is on Facebook and Twitter at @HMorgan422
Copyright © 2011 by Efficient Market Advisors LLC / Herb Morgan