There is no catch. In fact, the U.S. Securities and Exchange Commission (SEC) requires that we disclose our fees completely in our ADV II. We encourage you to review this document.
We use the MarketRiders investment platform, methodology, and rebalancing algorithms. Mitchell Tuchman, the co-founder of MarketRiders, saw the need for Rebalance after many MarketRiders subscribers expressed interest in having their retirement accounts professionally managed using the same approach. Some clients… Continue reading
There are two kinds of investment managers: an Investment Advisor, which we are, and brokers, such as those you will find at Merrill Lynch, Goldman Sachs, or UBS. As a Registered Investment Advisor under the Securities Act of 1940, we… Continue reading