Reviewing and Rebalancing Your Portfolio

Periodic adjustments to your portfolio keep your asset allocation percentages properly aligned with the objectives in your Investment Policy Statement. Steps include:

• Review of the Investment Policy Statement to determine if any changes to the outlined objectives or guidelines are warranted.
• Review of the asset allocation and investment strategies that are utilized in the portfolio.
• Periodic review of portfolio performance and manager performance.
• Review of various administrative items such as cash flow, taxes, and reporting formats.
• Presentation of any recommended changes to the portfolio.

Rebalancing takes the emotion out of investing and objectively maintains your portfolio to ensure your allocations remain true to your targeted asset allocation strategy.

 

 

Please see our disclosure.