(401) 410-0202 info@ecsria.com 400 Westminster Street Unit 201 Providence RI 02903
Efficient Capital Strategies
Moving Investment Forward.
Efficient Capital Strategies, LLC
Serving clients from RI, NY, MA. Investment Management with Discretionary Authority, Investment Advisory Services, Consulting, and Financial Planning.
Efficient Capital Strategies, LLC shares a long-term, patient, and truly multi-generational approach to building and sustaining wealth.
Investment Process
Consider your financial position, assets, liabilities, cash flows, and liquidity.
Understand and manage your constraints.
Assess your current investments and existing managers.
Evaluate the optimal asset ownership and location to maximize returns.
Investment Management and Wealth Planning
Thoroughly understand financial and non-financial objectives.
Analyze how the moving parts of your life will impact your investment strategy.
Assess your financial and emotional tolerance for risk.
Develop a truly custom investment strategy.
Evolve strategies as markets change and the moving parts of your life unfold.
Employ a rigorous and transparent investment process.
Manage Risk
Allocate investments to sustainable investment themes, innovative strategies, top-tier managers, and applying modest tactical allocation tilts to strategic policy.
Evaluate risks through quantitative tools and qualitative scenario analysis.
Challenge industry convention and maintain a healthy skepticism toward the claims of an investment industry that all too often over-promises and under-delivers.
Portfolio Design
Allocate to asset classes on the basis of the expectations of their after-tax returns.
Employ index strategies for most public asset classes to reduce fees, expenses, trading costs, and taxes.
Formulate an investment policy and strategy that reflects the current market environment and your constraints.
Stress-test the policy to confirm the long term probability of meeting your goals.
Review analysis and recommendations with you to ensure the portfolio meets your objectives.
Implementation
Manage the implementation process to minimize tax and transaction costs.
Employ low cost & tax efficient vehicles for most public investments.
Assess and control risk through ongoing macro research, scenario testing, tactical policy shifts, and portfolio rebalancing.
Customized Investment Solutions
Optimize investment results for each unique family.
Build and manage customized solutions.
Consider different objectives, balance sheets, tax situations, entity structures, and other needs on a case-by-case basis.
Clients are not herded into one-size-fits-all commingled funds, which dilute their flexibility and present hidden costs.
Mission Statement
Efficient Capital Strategies, LLC works for families, not institutional investors. The goal is to provide your family with excellent service and access when required.
The firm's performance updates allows us to measure how a family is doing relative to their wealth management goals and against widely known performance benchmarks.
Clients rely on Efficient Capital Strategies to help them with everything from achieving better investment returns to preparing their children to successfully manage inherited wealth.
The firm knows how to find untapped opportunities in even the most complex and highly managed financial situations and focuses on the interactions between the financial issues that affect you. For example, decisions about your investment strategy may affect your cash flow, taxable income, insurance, and estate planning requirements. While your specialty advisors are best equipped to advise about specific issues within their areas of expertise. The goal is to make sure that your key advisors work as a team.
As a new client, you may come to Efficient Capital Strategies, LLC with highly-competent attorneys, accountants, investment, and insurance professionals already engaged. The mission is not to replace these other advisers. Rather it is to make sure that all of the advisers working with you are working as a coordinated team to develop strategies aligned with your objectives.
The ultimate goal is to create peace of mind for you by anticipating your needs, developing contingency plans to deal with uncertainty, keeping risk exposures within limits that are acceptable to you, minimizing taxes, and helping you to achieve your overall financial objectives.
Jon Kuczmarski, MBA
Mr. Jonathan D. Kuczmarski is the Chief Compliance Officer and Investment Advisor Representative for Efficient Capital Strategies, LLC.
Mr. Kuczmarski has worked at firms including JW Seligman & Co, Aldershot Capital LLC, Copia Trading LLC and Whalerock Point Partners, LLC. Since graduating Harvard University in 2002, Jon has spent his entire career in the investment management industry.
Throughout his career, Mr. Kuczmarski's responsibilities have included managing & designing multi asset class portfolios tailored to fit the complex demands of families, endowments and institutional investors. Jon specializes in quantitative analysis, quantitative strategies, portfolio construction and asset allocation. Mr. Kuczmarski has over 15 years of experience working in investment management industry. Jon's mission is to push investment management forward to the low cost, passive model, fee based model that Jon uses at Efficient Capital Strategies which he founded in April 2016.
Mr. Kuczmarski is responsible for all aspects of operations at Efficient Capital Strategies, LLC -Investment Operations - Marketing & Strategy - Compliance
Experience:
WHALEROCK POINT PARTNERS LLC - PORTFOLIO MANAGER/INVESTMENT COMMITTEE MEMBER
ALDERSHOT CAPITAL LLC - MANAGING MEMBER/ FOUNDER
J&W SELIGMAN & CO - INSTITUTIONAL SALES
Education:
FORDHAM UNIVERSITY - MBA, FINANCE (2008)
HARVARD UNIVERSITY - BA, GOVERNMENT (2002)
CHAMINADE HIGH SCHOOL- (1998)
Contact
Phone: (401) 410-0202 Email: info@ecsria.com Address: 400 Westminster Street Unit 201 Providence RI 02903 Located in the Caesar Misch Building in Providence's DownCity Arts District.
Experience: