Expert Advice

The Rebalance Annual Review

Sally Brandon explains what the Rebalance Annual Review is, and details how it helps our clients better understand their investments.

Sally Brandon: At Rebalance we do an annual review with clients. There are three main things we’re trying to accomplish in that review. The first thing, is that we want to make sure that our clients are invested in the right portfolio and in doing that, we want to get an understanding of anything that maybe has changed in the client’s world in the last year that might impact how we’re investing their money.

Secondly, we want to make sure that they really understand where their performance is coming from. To do this, we’ll show them once again, how their portfolio is invested and walk them through where their returns are coming from. Lastly, it’s really important for us to get feedback as to what we’re doing well and the things that we can improve on.