Rebalance Congratulates Charles Ellis on Being Named a 2016 Money Magazine Champion of the Year
Rebalance, a leading pro-consumer investment firm that is at the forefront of providing Americans with a fundamentally different and better set of retirement investment options, today congratulates investing authority and Rebalance Investment Committee Member Charles D. Ellis on being named one of Money Magazine’s “Champions of the Year.”
Every December, Money Magazine recognizes select individuals, products and services, organizations, and big ideas that have demonstrated a positive financial impact for consumers over the past year.
This year, Rebalance’s own Charles Ellis was awarded this honor as a result of his long-standing commitment to helping everyday consumers invest safer and more sensibly. “We’re proud to count Charley as an integral part of the Rebalance investment team,” said Scott Puritz, Managing Director at Rebalance. “We congratulate him on the well-deserved honor of being named a ‘Money Magazine Champion of the Year.’”
In October, Charles published The Index Revolution, which emphasizes the case that to achieve above average investing results, consumers should index. This same philosophy for index investing informs Rebalance’s investment strategies and approach to helping everyday consumers retire with more.
About Charles Ellis
Dr. Charles D. Ellis is the founder and former managing partner of Greenwich Associates, an international consultancy where he advised large institutional investors, foundations, and government organizations in more than 130 financial markets across the globe. He taught investment management courses at the Yale School of Management and at Harvard Business School. Dr. Ellis sat on the Board of Directors of America’s largest fund company, The Vanguard Group, which manages over $3.6 trillion dollars in assets. In addition, he was a successor trustee of Yale University, where he chaired the university’s famed investment committee with David Swensen. Dr. Ellis also has served on the governing boards of both Harvard and Yale business schools, as well as New York University’s Stern School of Business and Phillips Exeter Academy.
Rebalance is one of America’s leading investment firms that is at the forefront of providing consumers with a fundamentally different and better set of retirement investment options: lower costs, “endowment-quality” globally-diversified retirement investment portfolios, and systematic rebalancing. This investment approach is combined with a team of sophisticated and highly credentialed finance professionals who provide advice that is unbiased and focuses on the client’s long-term retirement investment goals.
The Firm’s Investment Committee is anchored by three of the most respected experts in the finance world: Princeton Economics Professor Burton Malkiel, author of the classic investment book, A Random Walk Down Wall Street; Dr. Charles Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide.
Rebalance‘s innovative, pro-consumer approach to retirement investing has garnered high profile coverage. The Firm, and its leadership, regularly have been featured in The New York Times, The Wall Street Journal, NPR, Fox, PBS, Forbes, USA Today, CNBC, Nightly Business Review, CBS, The Washington Post, The Economist, and a wide range of other national and local media. Managing Directors Scott Puritz and Mitchell Tuchman are acknowledged industry thought leaders, and Mr. Puritz recently testified before a U.S. Senate Committee evaluating the U.S. Department of Labor’s new fiduciary rule.
Rebalance is headquartered in Palo Alto, CA. and Bethesda, MD., and currently manages more than $440 million of client assets.