Expert Advice

What Role Does The Investment Committee Play At Rebalance?

Rebalance‘s Scott Puritz explains the role that the Investment Committee plays in crafting proprietary low-cost retirement portfolios.

Scott Puritz: The Rebalance Investment Committee members bring their expertise to bear on crafting proprietary low-cost retirement investment portfolios. This allows us to be able to offer endowment style investing to everyday investors at a very reasonable cost. These Committee members put all of their expertise to work in crafting these portfolios and monitoring returns and making sure that the balance between reward and risk is optimal for each one of our investors wherever they are in the continuum of age and attitudes towards risk, and they do a terrific job for us and more importantly, for our clients.