EQUITY FUND RESEARCH provides investment management service to individuals, retirement plans and trusts through a process based on research to utilize the best managed growth funds. EFR's unique dynamic reward/risk analysis is utilized to find managers who tend to produce the best return for the risk their funds experience. We call this the Investment Skill Quotient or ISQ and is the foundation of our fund rating system.

Background

EQUITY FUND RESEARCH has been offering investment management services to individuals since 1980. Results of our newsletter, EQUITY FUND OUTLOOK, are attested to by The Hulbert Financial Digest, a service of Dow Jones MarketWatch. EQUITY FUND OUTLOOK was published from February 1987 to October 2008. For the fifteen years ending October 2008, EFO was the #1 fund newsletter among 27 such services covered by the Hulbert Financial Digest.  It was also #1 for the prior ten years in both performance and risk-adjusted return among 36 such services covered. Equity Fund Research was designated as a Five-Star Wealth Advisor in Boston Magazine for 2019. More details on newsletter performance can be found here. (Of course, no past investment results can be assured to be duplicated going forward.)

Research

The process to research and produce a leading newsletter on growth funds served as a discipline that still assists us in obtaining effective results for clients. As publishers of a leading newsletter for over twenty-one years, we still enjoy access to portfolio managers for additional insights beyond our computerized fund rating system.

Account management

Each account is separately managed, and a client’s expressed risk ceiling is scrupulously observed. Clients receive quarterly statements that show holdings, portfolio characteristics, commentary and performance for the most recent quarter and since account inception, compared with a market benchmark All accounts are managed by firm principal Thurman Smith.

Can we help you?

Currently we are accepting personal and tax-advantaged accounts such as IRAs, Keoghs and small company retirement plans with a minimum initial account size of $500,000 (per portfolio). Fees are based on assets and do not exceed 1% unless assets decline to less than $480,000. The fee structure is such that fees decline as a percentage of assets as one's portfolio grows. For example the annual fee for an account of $500,000 is $4,800 (0.96%); for an account of $1,000,000 the fee is $8,800 (0.88%); and for an account of $2,000,000 the fee is $14,800 (0.74%).

Here is the fee table as required by the Massachusetts Securities Division

Custody

Client assets are custodied at Charles Schwab & Company, which, compared to other custodians, has the best selection of the less well known funds we like to use, the most dependable execution and best broker-adviser interface.

Additional information

An explanation of the investment approach, fees, background of chief investment officer Thurman Smith, and other essential information on the service, including a copy of our form ADV Part II can be sent if there is mutual interest. This is discovered in a telephone conversation with Mr. Smith. You may call him at 781-729-6844 or 800-982-0055, 8 am to 5 pm eastern time. Offices are located at 64 Church Street, Winchester, MA 01890. 

For a printable 2-page brochure on this service click here.

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Equity Fund Research, LLC is registered as an investment adviser with the Commonwealth of Massachusetts, Securities Division (617-727-3548).

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IN STATES WHERE EFR WOULD NEED TO BE LICENSED TO ACCEPT A CLIENT