Charley Ellis

Dr. Charles D. Ellis is a member of the Investment Committee at Rebalance. He is the founder and managing partner of Greenwich Associates, an international consultancy where he advises large institutional investors, foundations, and government organizations in more than 130 financial markets across the globe. He sat on the Board of Directors of America’s largest fund company, The Vanguard Group, which manages over $1.7 trillion dollars in assets. In addition, Charley was a successor trustee of Yale University, where he chaired the university’s famed investment committee with David Swensen.

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Charley Ellis on the new rule that will save retirees millions

Three Cheers For The New Rule Protecting Retirement Investors

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“If we want to change the way innocent folks get treated, we need to change the rules.” – Rebalance Investment Committee member Charley Ellis for Forbes. Something is terribly wrong when the President of the United States takes the podium to “blow the whistle” on misbehavior by a large group of salespeople for mistreating innocent… Continue reading →

 
The $17 Billion Cost Of The Status Quo For America’s Retirement Savers

The $17 Billion Cost Of The Status Quo For America’s Retirement Savers

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September 14, 2015 By Charles D. Ellis and Scott D. Puritz The Baltimore Sun showcases an opinion piece co-authored by Rebalance Managing Director Scott Puritz and a key member of the firm’s Investment Committee, financial luminary Charley Ellis. This op-ed examines the U.S. Dept.of Labor’s proposed rule designed to make retirement investing safer. You can… Continue reading →

 
Charley Ellis biography at Rebalance

Why I Joined Rebalance

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Professor Charles D. Ellis of the Rebalance Investment Committee on why he joined Rebalance. Continue reading →

 
How often should you rebalance your retirement investments?

Why Choose Rebalance?

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Professor Charles D. Ellis of the Rebalance Investment Committee on why investors should choose Rebalance. Continue reading →

 
How often should you rebalance your retirement investments?

Top Flight Advice For Everyday Investors

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Professor Charles D. Ellis of the Rebalance Investment Committee on retirement investors and asset allocation for retirement. Continue reading →

 
How often should you rebalance your retirement investments?

Three Rules For Investment Success

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Professor Charles D. Ellis of the Rebalance Investment Committee offers his most essential advice for investment success. More tips from experienced retirement pros. Trancript When people ask, “What’s your investment philosophy and how’d you get it?” I think it’s important to recognize I’ve had little over 50 years of the most extraordinary educational opportunity anybody ever… Continue reading →

 
Charley Ellis biography at Rebalance

The Power of Index Investing

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Professor Charles D. Ellis of the Rebalance Investment Committee on the how index investing wins. Continue reading →

 
Charley Ellis biography at Rebalance

The Case Against Active Trading And Investing

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Professor Charles D. Ellis of the Rebalance Investment Committee active trading works against us. Continue reading →

 
Charley Ellis biography at Rebalance

How Money Grows

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Professor Charles D. Ellis of the Rebalance Investment Committee on the simple math of retirement compounding. Continue reading →