Balanced, Global Diversification
To lower risk, every Rebalance client account is globally diversified. Many investors, however, believe that “diversification” perhaps means owning more than 10 stocks, or maybe buying bonds on the side. Years of research have demonstrated that true diversification in a portfolio looks like owning thousands of stocks and mimicking the world’s economies: U.S. stocks, foreign stocks, real estate, bonds, and small company stocks.
Disciplined Rebalancing
Every client’s investment portfolio is tailored to their specific investment profile. Because stock markets fluctuate, portfolios drift from their target allocation over time. Rebalance’s proprietary investment management system automatically guides client portfolios back to target allocations, helping ensure financial growth stays aligned with individual goals.
Real World, Lifelong Guidance
As a client, you will have a team of dedicated advisors to help make informed decisions on investing and to coordinate those investments with all the other elements of your financial life: retirement planning, tax strategies, and legacy goals. Here at Rebalance, we build relationships that last decades, and our advice grows with you.
Our Partners
Frequently Asked Questions
What makes Rebalance different from other wealth management firms?
Rebalance combines institutional-quality investment management with personalized financial guidance. Our globally diversified, low-cost portfolios are grounded in decades of academic research and supported by our distinguished Investment Committee, which includes renowned experts such as Charles Ellis, Burton Malkiel, and Jay Vivian. Clients benefit from disciplined, evidence-based investing along with a long-term advisory relationship built on transparency, trust, and thoughtful planning.
What types of clients do you typically work with?
Rebalance works with individuals and families who have $1 million or more in investable assets and are seeking thoughtful, long-term guidance. Many of our clients are approaching retirement or navigating major financial transitions and value a disciplined investment approach, coordinated planning, and a trusted advisory relationship. Whether you are refining an already successful plan or preparing for the next stage of life, our team is built to support you.
How does your investment approach help reduce risk?
Our portfolios are globally diversified across thousands of securities, asset classes, and markets. Rather than trying to predict short-term market movements, we focus on disciplined rebalancing, tax efficiency, and long-term strategy. This approach is designed to help manage risk while supporting sustainable growth over time.
Will I have a dedicated advisor, or a team?
Every client is supported by a dedicated team that includes a primary advisor, a secondary advisor, and a client service professional. Your advisors work closely with you over time and do not rotate, allowing them to develop a deep understanding of your goals, priorities, and financial picture. This structure provides both continuity and responsiveness, so you always have a team that knows you and is focused on your long-term success.
How do I get started, and what should I expect?
The first step is a complimentary portfolio review. We take time to understand your goals, current investments, and broader financial picture, then outline how Rebalance may be able to help. There is no obligation, just a clear and thoughtful conversation so you can decide whether our approach is the right fit.
