Every year, Charles Schwab & Co., Inc. and a panel of independent judges – all leaders in financial services – recognize firms that have made the greatest impact on the financial industry. Rebalance was awarded the prestigious Pacesetter award for visionary leadership, operational excellence and innovative use of technology.

Members of our team received the award on the main stage at Schwab IMPACT, the nation’s largest and longest-running annual gathering of independent advisors.

“We are honored to be recognized as a visionary in our industry by an investment giant like Schwab,” said my partner Mitch Tuchman, Managing Director at Rebalance.

“Innovation has been at the core of all that we do at Rebalance, incorporated throughout our hiring process, company culture, technology platform and, most prominently, in the investing, planning and advising services that we provide to our clients.

“We have built a firm that combines comprehensive, high-touch wealth management services and world-class financial advisors. This allows our firm to deliver low price points and compelling value to everyday Americans who save and invest, helping them live well and retire with more.”

The IMPACT Awards are given each year to independent advisor firms that have demonstrated excellence through leadership, innovative business practices, client dedication and fresh thinking. The categories include the Best-in-Business IMPACT Award, the Pacesetter IMPACT Award, the Trailblazer IMPACT Award and the Best-in-Retirement Business IMPACT Award.

The Pacesetter IMPACT Award pays tribute to a firm in business 10 years or less that has shown initiative, growth and promise as well as a focused use of technology to extend its reach.

Rebalance brings “big league” investing capabilities to everyday Americans and is known for the savings we create for our clients, as well as the emphasis on providing prudent investment advice based upon the expertise of our firm’s internationally-recognized Investment Committee.

Members of the committee include Burt Malkiel, the world-renowned Senior Economist at Princeton University; Dr. Charley Ellis, who chaired Yale University’s famed investment committee; and Jay Vivian, the former Managing Director of IBM’s Retirement Funds, where he oversaw over $100 billion in IBM investment funds.

Winning firms were selected by a panel of independent judges, all of which are well-established within the industry. As part of the award, Schwab will make a donation of $15,000 to a charity chosen by our team.

Rebalance has chosen to share the donation between two charities about which they are passionate: the Pitt Hopkins Foundation and the North Carolina Outward Bound School. This award highlights the firm’s pro-consumer mission, innovative use of technology, prestigious Investment Committee and client-centric culture.

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