Portfolio Rebalancing


We aim to buy low and sell high.

While this sounds like common sense, very few investors or money managers actually do this in as disciplined a way as we do.

Most investors sell after a stock (or mutual fund) has fallen significantly and buy only when it hits a new high. We utilize cutting edge technology to rebalance client portfolios periodically, which prompts us to sell asset classes at higher prices and buy other asset classes at lower prices.

There is no guarantee that this technology process will result in investment success.