CRD: 156466
Efficient Market Investments, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-17-2011
- Office Locations
- 1
Office Locations
About Efficient Market Investments, LLC
Cantor Fitzgerald Managed ETF Portfolios provide institutional consultant-style, multi-asset ETF portfolio management for individuals, institutions, and endowments. Strategies blend strategic, tactical, and opportunistic allocations to target balanced risk/return profiles similar to policy-driven endowment and pension portfolios, offered in traditional and ESG formats. Built on EMA's pure-ETF heritage with a track record dating to 2004 and a bias toward lower-cost U.S.-listed ETFs.
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Investment Themes
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Owner & Executives
ANGHEL STOIAN
Associate, Managing Member, President
- CRD
- #5737720
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $940,094,158 | 28.8% |
| Cash | $1,357,913,784 | 41.6% |
| Equity - Exchange | $966,207,884 | 29.6% |
| Total | $3,264,215,826 | 100.0% |