Our Partners
Our Partners
Rebalance works with industry-leading experts to enhance client success.
Custodians
Rebalance clients maintain control of their own investment accounts at Schwab or Fidelity. These special institutional relationships allow Rebalance to manage our client portfolios on highly secure brokerage platforms, offer low-cost trading commissions, and bring tight controls and independent oversight to client securities and cash.
Insurers
All Schwab and Fidelity accounts are protected by the Securities Investor Protection Corporation (SIPC) for up to $500,000 in securities and $100,000 in cash. Both firms provide an extra level of coverage from Lloyd’s of London for nearly unlimited amounts of securities and up to $1.9 million in cash.
Attorneys
Rebalance is regulated by the U.S. Securities and Exchange Commission (SEC) as a registered investment advisory firm. We have partnered with Holland & Knight, a successful, multi-dimensional law firm with a long history. Established in 1905, Holland & Knight is recognized for their steadfast dedication to complex compliance issues and financial industry best practices. As SEC regulations continue to evolve, Holland & Knight stays in step with the changes and ensures that Rebalance maintains strict compliance guidelines.
Asset Managers
Rebalance partners with global leaders in financial instruments and some of the largest asset managers in the world. The funds curated by us through these firms allow us to tailor investment products specifically to clients’ goals, all while remaining diversified, predictable, and extremely low in cost to improve overall returns.
