An Independent Practice
Another critical differentiator is our quantitative rebalancing strategy. Most financial firms create an asset allocation and rebalance back to that asset mix on a quarterly or annual basis. Instead, our team chooses to rebalance only when a mathematically triggered event occurs, not when an arbitrary calendar date impels us to do so. This is designed to take advantage of the peaks and troughs created by normally occurring market volatility. This is a time-consuming approach that we believe most other firms elect not to adopt due to the higher internal costs that could effect their profits.
Asset allocation and rebalancing do not guarantee a
profit nor protect against loss.
Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.