Expert Advice

Rebalance vs. Robo Advisors

Sally Brandon on what separates Rebalance from your typical robo advisory firm.

Sally Brandon: So in the investment marketplace there’s robo advisors and there’s financial advisors. Rebalance is really a nice blend of the two. We leverage technology and offer investment advice at a low cost like robo advisors, but unlike robo advisors we have a human element. With robo advisors, if you needed to speak with someone, you’d call a 1-800 number and you would talk to a range of different people. Where at Rebalance you have a dedicated team that you really build a relationship with, that is there to serve you.