Rebalance Reaches Half A Billion In Assets Under Management

Rebalance AUM

Firm Excels in Helping Everyday Americans Save for Retirement in the Digital Age

Bethesda, MD, November 16, 2017

While everyone knows that saving for retirement is important, most people need some help when it comes to building a strong retirement nest egg. Enter Rebalance, a firm that has found its niche helping everyday Americans invest for retirement. Launched in 2013, the firm announced today that it has accrued $549 million dollars in assets under management.

“We are thrilled to have reached this milestone,” said Scott Puritz, managing director and co-founder of Rebalance. ”We love helping people make the most of their savings and consistently hear from clients that they value our blend of sophisticated investment advice, low cost, and the personalized treatment offered by exclusive wealth management firms.”

“There are lots of smart people who get completely confused — and even paralyzed —when it comes to making decisions about their retirement,” said Charles Ellis, former longtime chair of the Yale endowment, teacher at the Yale School of Management, and member of Rebalance’s Investment Committee. “By providing everyday Americans with access to endowment-quality, globally diversified portfolios and systematic rebalancing, Rebalance offers a great way for people to manage their risk, while prudently growing their savings.”

One of Rebalance’s hallmarks is a phone conversation with an investment advisor. During the call, people can ask questions about investing, discuss ideas for growing their savings, and see if they’re on track to meet their goals. Working collaboratively with the advisor, a sophisticated investment plan is crafted, including a retirement roadmap that nurtures peace of mind.

“We are grateful to the satisfied family of clients who have referred us to their friends, family, and colleagues,” Puritz continued. “Without your support, we wouldn’t be where we are today — a firm that receives regular shout-outs from media, industry analysts, and consumer advocates for helping everyday Americans retire with more.”

For more information, or to schedule a call with an investment advisor, click here.

About Rebalance

Rebalance is a pro-consumer retirement investment firm that offers lower costs, endowment-quality globally-diversified 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. Rebalance is headquartered in Palo Alto, Calif. and Bethesda, Md., and currently manages $549 million in client assets. For more information, visit


Robyn Miller-Tarnoff

(202) 779-9844

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