Click here to view a short video about our OpportunityBased Rebalancing℠ program.
When you think about the years of hard work and effort that go into building a nest egg, the last thing you want to do is hand it over to someone who is going to invest it…and forget it. We pay attention to the impact of the market on your portfolio.
Our OpportunityBased Rebalancing℠ program allows us to consistently monitor accounts and take immediate advantage of market fluctuations. We analyze our clients’ portfolios at a minimum of once a week, and research proves this type of attention can potentially result in increased returns.
- The term "rebalancing" is the process of keeping assets within a portfolio in alignment with desired allocations. Rebalancing captures the value within diversified portfolios by returning them to their appropriate mix of stocks, bonds and cash. Portfolios that are not rebalanced become increasingly risky. Rebalancing also takes the emotional "guesswork" out of investing. Many advisors make no effort to rebalance, and the few that do rebalance typically use a fixed-interval, calendar-based approach.
- OpportunityBased Rebalancing℠ uses a "frequent look with wide tolerances" technique. In other words, ICM rebalances only when it makes sense. This method tends to capture more value than fixed-interval or calendar-based rebalancing. Fewer trades are created because tolerances are wider, and proceeds from sales are only reinvested when a buy opportunity is present - not because you need to offset a sale.
- To learn more about the research behind OpportunityBased Rebalancing℠, click here.
