The Efficient Portfolio™ is a trademarked wealth management process developed by our founder, Michael Wall. This innovative approach helps transform conventional market-based portfolios into a more consistent and resilient wealth management strategy. In the early 2000s, Michael dove into the Harvard and Yale endowment models to decipher their ability to perform consistently, irrespective of market fluctuations.
His research revealed that incorporating direct off-market structures such as real estate, private equity, and insurance-based products, along with a straightforward market portfolio, played a pivotal role in achieving success. Inspired by institutional endowment models, Michael created and introduced The Efficient Portfolio™ which caters to wealthy investors. This strategic framework aims to provide a unique blend of asset classes, tax strategies, and complete planning to help maximize a family’s wealth.
