Why should I trust Rebalance over a well-known broker?
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 are required to act as a fiduciary, that is, to put your interests above our own and to declare any conflicts of interest that may arise. You can be assured that we construct portfolios to meet your goals and put your interests above all else.
Comparatively, a broker, or Registered Representative, is required only to recommend investments that are “suitable” for you. Legally, he or she can put his or her own interests above yours when recommending investments.
