Form ADV 2A and Privacy Policy.  We file an updated version of this document with the SEC each year.  It describes our services, fees, and all practices which relate to our role as your fiduciary.  The SEC requires that it be written in “plain English” so it is easily understandable by the average investor.


Investment Advisory Agreement. This is the agreement that we sign with our clients who wish to have us manage their investments.




Client Relationship Summary. This document summarizes the types of services and fees Rebalance offers.


Legal Disclaimer: Rebalance is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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