our partners

Meet Rebalance’s
Better K partners

Charles Schwab Logo

Charles Schwab is one of the world’s leading investment management companies. We are proud to provide Rebalance clients with Charles Schwab’s asset custodian services for their retirement investments.

EPIC Retirement Plan Services Logo

EPIC Retirement Plan Services serves financial institutions by offering a full suite of custom-tailored retirement plan solutions. EPIC provides Rebalance clients with real-time access to their account and 24/7 customer service.

The Vanguard Group Logo

The Vanguard Group is one of the largest investment management companies in the world. Rebalance harnesses Vanguard’s low-cost index funds for our clients’ retirement investment portfolios.

Rebalance is regulated by the U.S. Securities and Exchange Commission (SEC) as a registered investment advisory firm. We have partnered with Holland & Knight, a successful, multi-dimensional firm with a long history. As SEC regulations continue to evolve, Holland & Knight stays in step with the changes and ensures that Rebalance continues to maintain strict compliance guidelines.

Rebalance can help small businesses reduce 401(k) fees by 50% or more. Get started today!

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Meet the Rebalance Team

Two partners, one mission.

At Harvard, Mitch Tuchman and Scott Puritz were united by an idea that there had to be a  better way to help everyday Americans live well and retire with more. That idea has become their lifelong mission. That idea is Rebalance.

Meet the Team

Mitch and Scott

Three luminaries. A shared belief.

Burt Malkiel, Charley Ellis, and Jay Vivian are some of the most respected voices in the financial industry. Together they share a belief that everyone, not just the wealthy, should have access to high quality financial services. Naturally, they lead our investment committee. Hear why they joined Rebalance.

Three Luminaries