Washington, D.C. – October 30, 2018 – Rebalance, a mission-driven investment firm committed to making premium wealth management services affordable and accessible to everyday Americans,was honored today by Schwab Advisor Services with the 2018 Pacesetter IMPACT Award^™, presented to the Firm at the annual Schwab IMPACT^® Conference.

The Firm was recognized for its innovative approach to bringing world-class investment expertise, holistic planning and financial advice to investors at a lower price point by combining cloud-based technology, ‘best-in-class’ portfolio management and seasoned investment professionals. Rebalance, and members of its team, received the award on the main stage at Schwab IMPACT^®, the nation’s largest and longest-running annual gathering of independent advisors.

“We are honored to be recognized as a visionary in our industry by an investment giant like Schwab,” said Mitch Tuchman, Managing Director at Rebalance. “Innovation has been at the core of all that we do at Rebalance, incorporated throughout our hiring process, company culture, technology platform and, most prominently, in the investing, planning and advising services that we provide to our clients. We have built a firm that combines comprehensive, high-touch wealth management services and world-class financial advisors. This allows our firm to deliver low price points and compelling value to everyday Americans who save and invest, helping them live well and retire with more.”

The IMPACT Awards^®are given each year to independent advisor firms that have demonstrated excellence through leadership, innovative business practices, client dedication and fresh thinking. The categories include the Best-in-Business IMPACT Award™, the Pacesetter IMPACT Award™, the Trailblazer IMPACT Award™ and the Best-in-Retirement Business IMPACT Award™. The Pacesetter IMPACT Award pays tribute to a firm in business 10 years or less that has shown initiative, growth and promise as well as a focused use of technology to extend its reach.

“Although we rely on various technologies to keep costs low, the goal is to transform the consumer experience and provide our firm’s clients with comprehensive, high-touch wealth management services at a fraction of the cost. We prioritize personal interaction and provide each client with a dedicated team of seasoned, highly credentialed professionals,” said Managing Director of Rebalance, Scott Puritz. “In an era where digitalization is becoming more common, we have taken the time to meld the convenience and efficiency of technology with the confidence of having great people on your financial team.”

Rebalance also brings “big league” investing capabilities to everyday Americans and is known for the savings it creates for its clients, as well as its emphasis on providing prudent investment advice based upon the expertise of its internationally-recognized Investment Committee. Members of this committee include Burt Malkiel,the world-renowned Senior Economist at Princeton University; Dr. Charley Ellis, who chaired Yale University’s famed investment committee; and Jay Vivian, the former Managing Director of IBM’s Retirement Funds, where he oversaw over $100 billion in IBM investment funds.

Winning firms were selected by a panel of independent judges, all of which are well-established within the industry. As part of the award, Schwab will make a donation of $15,000 to a charity of Rebalance’s choice. Rebalance has chosen to share the donation between two charities they are passionate about: the Pitt Hopkins Foundation and the North Carolina Outward Bound School. This award highlights Rebalance’s pro-consumer mission, innovative use of technology, prestigious Investment Committee and client-centric culture.
 

About Rebalance

Rebalance is a mission-driven investment firm committed to making premium, high-touch wealth management services affordable and accessible to everyday Americas. The Firm is at the forefront of providing consumers with better investment options: lower costs, “endowment-quality” globally-diversified investment portfolios, and systematic rebalancing. This investment approach is combined with a team of sophisticated and highly credentialed professionals who provide comprehensive service, holistic planning and pragmatic financial advice that is unbiased and focuses on the client’s long-term financial goals. The Firm’s Investment Committee is anchored by three of the most respected experts in the finance world: Princeton Economics Professor Burton Malkiel, Dr. Charles Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM’s $100+ billion retirement investment funds. Managing Directors Scott Puritz and Mitchell Tuchman are acknowledged industry thought leaders, and Mr. Puritz testified before a U.S. Senate Committee on new rules designed to make retirement investing safer. Rebalance is headquartered in Palo Alto, CA and Bethesda, MD and currently manages over $640 million of client assets. For more information, visit www.rebalance360.com.

About IMPACT Awards^®

The Charles Schwab & Co., Inc.’s IMPACT Awards^® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry.

For more information on the IMPACT Awards^® program, visit http://impact.schwab.com/awards/.

Rebalance LLC is not owned or affiliated with Charles Schwab & Co., Inc. (“Schwab”), and its personnel are not employees or agents of Schwab. The IMPACT Award^® is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services^® serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. The (insert name of charity) is not affiliated with or employed by Schwab. This is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.

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