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Efficient Advisors reaches over $2 billion in assets under management


Efficient Advisors reaches over $2 billion in assets under management
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PHILADELPHIA, Pa., Dec. 18, 2020 /PRNewswire/ Efficient Advisors ( EA ) has now reached a milestone of over $2 billion in assets under management as of December 1, 2020. This is largely a result of streamlining the operation process, hiring new talent, and executing innovative solutions to better serve clients thanks to their recent merger. EA has experienced tremendous growth despite 2020 s challenges. As of September 2020, they officially merged with Evidence Based Advisors ( EBA ) to bolster their back-office service offerings and expand their portfolio offerings.
It s really tremendous and a testament to the advisors who work with us, said Zack Shepard, EA s Chief Revenue Officer. While many firms regressed and even shuttered their doors during this tumultuous year, involving a global pandemic and a contentious election, advisor ....

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