Scott Puritz, Managing Director, describes the type of investor that can benefit the most from working with Rebalance. More on what you can expect in your initial interview with a Rebalance advisor.


The investor that can benefit most from Rebalance tends to be 45 years or older, has had a successful career, and frequently has made different attempts to manage their retirement accounts but has not been very well treated in the marketplace. They most likely have retirement assets in different accounts and, invariably they’re paying a dramatically higher fee structure than is prudent and probably do not have the right level of risk for their time horizon.

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