Live Well and Retire with More.
Achieve your financial goals with the right guidance.
Recognition
Award-Winning Service, Built Around You.
Focused on each client’s big picture, Rebalance is committed to providing clarity and long-term financial health. These highly respected awards affirm the values and principles we have embedded within Rebalance. We are honored to be nationally recognized and proud to be chosen by you.
Service
Service
Your future deserves a wealth plan as unique as you. Rebalance delivers far more than investing, offering a holistic, goal-driven approach to shaping the life each client envisions. An elite team of investment managers provides thoughtful, high-level planning, and continuous guidance, ensuring financial decisions support long-term aspirations.
You Come First
You need your money to grow enough to sustain you and your family through life and into retirement. Some investment firms, however, need their profits to grow. It is an inherently conflicted system that, more often than not, raises the question of whose best interest is being served.
Rebalance has been, and always will be, independent. We are unencumbered by corporate ownership and serve only one customer: you. Being a Registered Investment Advisor (RIA) means that we are legally compelled to put your interests ahead of our own. As an RIA, we are legally bound to put your interests first, always. Unlike brokers who earn commissions on products they sell, we earn a transparent fee based solely on your assets. When your portfolio grows, we benefit. When you succeed, we succeed.
Long-Term Relationships
When you join the Rebalance family, you will be paired with a seasoned investment advisor and a dedicated service professional who will coach and educate you throughout your journey. At Rebalance, client relationships are very much like our investments: stable, dependable, valuable, and long-term. When you are supported, informed, and empowered, you are far more likely to achieve your financial goals.
Advice and Service
Your own personal finance team will monitor your financial trajectory, money and your situation, ensuring that you are always on track to achieve your financial goals. They handle the complexities of the investment landscape, keeping you informed and ultimately giving you peace of mind. It is the same five-star approach used by endowments and large institutions, because it works. Rebalance provides highly personalized advice and service that ensures your money is managed safely, effectively, and most of all, personally.
Investment Strategy
Investment Strategy
Rebalance’s strategy gives you the highest possible returns for the lowest possible fees, while keeping your money safe through smart, diversified investing. We do not chase fads or take unnecessary risks. Instead, we focus on steady, long-term growth that is designed to build real wealth over time. It is not a new idea; it is simply the best idea.
Global Diversification
Every Rebalance client account is a collection of globally diversified ETF funds selected to work together as a balanced whole and provide higher, more stable returns over time. Forty years of research have shown that this type of balanced, diversified investing helps reduce risk and improve returns. Diversification is much more than owning 10+ stocks with a few 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.
Index Investing
Extensive research shows that investors should not try to beat the market return by picking individual stocks. Rather, they should attempt to match the market by investing in index funds that are designed to match the return of the market they represent. Rebalance portfolios combine low-cost index funds with a globally diversified portfolio, a proven recipe for success. Our investment committee helped establish the concept more than forty years ago.
Disciplined Rebalancing
As a client, the investment categories in your Rebalance portfolio have been customized to match your investment profile. Because markets are cyclical and rise and fall, over time, your portfolio is likely to drift from this target. Periodic rebalancing ensures that your investment account is kept balanced and on target in a disciplined, low-cost, programmatic way. More importantly, research has shown that disciplined rebalancing can reduce risk and, in some circumstances, increase returns.
Innovative Approach
Innovative Approach
Client-only Content
In addition to working with an expert team of advisors, Rebalance provides clients with on-demand access to a comprehensive library of white papers, articles, and videos, created by our own specialists and organized by topic. Refinancing a home, choosing the right insurance policy, or planning college savings is less stressful with focused, expert insights. Our guidance is a lifelong resource for every major financial decision you will make.
Nationwide Talent Pool of Advisors
Rebalance’s fully remote model ensures that every client is paired with the advisor whose expertise best matches their unique needs and goals. With talent sourced from across the country, our team brings together some of the brightest minds and most extensive experience in the industry, equipped to guide any client with empathy and vision.
