Automatic rebalancing is an important part of our service to you. Rebalancing can help maintain your asset allocation when there are fluctuations in the market.
What is rebalancing?
You and your financial advisor have decided on a specific mix of investments to meet your goals. But fluctuations in the market can bring your portfolio out of balance. By periodically reviewing your portfolio, automatic adjustments can be made that will help to maintain your original asset allocation over time. By doing this, you are able to protect your asset allocation against those market fluctuations.
Isn’t rebalancing similar to Asset Reallocation?
The short answer is yes. Asset Reallocation happens when you are moving your assets from one class to another. The two functions are closely linked, but the goal in rebalancing is to maintain a consistent asset allocation across your portfolio. Asset Reallocation may result in a change to that mix of assets.
Contact us to show you a demonstration of how this can help you.
