Efficient Frontier Advisors
Efficient Frontier Advisors is a boutique investment advisory firm specializing in customized portfolio management for an intentionally limited number of ultra-high-net-worth clients. Led by principals William Bernstein and Susan Sharin, the firm serves a highly selective clientele with minimum portfolios of $25 million. EFA’s investment philosophy is rooted in efficient, low-cost, asset-class-based strategies, guided by the principles Bernstein outlined in his acclaimed books The Intelligent Asset Allocator, The Four Pillars of Investing, and The Investor’s Manifesto.
ABOUT EFFICIENT FRONTIER ADVISORS
Efficient Frontier Advisors (EFA) is a boutique investment advisory firm led by principals William Bernstein and Susan Sharin.
The firm specializes in tailored, asset-class-based portfolio management for ultra-high-net-worth individuals.
With a client-first philosophy, EFA maintains an intentionally limited client base and is currently not accepting new clients, underscoring its commitment to high-touch, personalized service.
THE EFA EDGE
Personalized High-Net-Worth Advisory
Serving clients with portfolios of $25 million or more, EFA offers hands-on oversight, with Bernstein and Sharin directly managing every client relationship.
Efficient, Low-Cost Asset Allocation
The firm’s approach emphasizes disciplined, efficient portfolio construction, low-cost execution, and diversified asset-class investing.
Intellectual & Educational Focus
EFA also publishes the Efficient Frontier journal, a widely respected resource exploring modern portfolio theory, efficient frontiers, and the value of evidence-based, long-term investing.