I want to transform how regular Americans save and invest for retirement. Currently, the wealthiest 1% pays the lowest price for their investments and gets the best expertise. Meanwhile, hard-working Americans are paying the highest fees and getting advice from financial advisors who may not have ...
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I want to transform how regular Americans save and invest for retirement. Currently, the wealthiest 1% pays the lowest price for their investments and gets the best expertise. Meanwhile, hard-working Americans are paying the highest fees and getting advice from financial advisors who may not have their best interests at heart. These fees can consume up to 30% of your retirement nest egg.
I helped found Rebalance because I believe that’s not fair. Rebalance always puts our clients’ interests’ front and center, with a passionate commitment to providing retirement investment management at the highest levels of professional and ethical standards. Our firm, as a Registered Investment Advisor, is regulated by the SEC and adheres to a strict fiduciary legal standard.
We offer every day Americans a low-cost custom-advised, retirement portfolio. Rebalance pairs each client with a seasoned retirement investment advisor and a highly qualified retirement specialist to help you reach your retirement goals.
All of the portfolio and investment decisions for our clients are constructed by luminary financial experts –Burton Malkiel, the emeritus Princeton University economics professor who wrote “A Random Walk Down Wall Street”; Charles Ellis, the successor trustee of Yale University, where he chaired the university’s famed investment committee with David Swensen; and Jay Vivian, who managed IBM’s $100 billion retirement fund.
As a financial advisor, I work with people from all walks of life including lawyers, doctors, professors, school teachers, plumbers, welders, farmers, government employees, and nurses – i.e. regular Americans. If you’re interested in learning how Rebalance can help you, connect with me, message me, or request a consultation at: http://www.rebalance360.com.
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