Over time, any investment plan will become distorted as one asset class outperforms others. Periodic re-balancing maintains the original risk-reward target for the plan. Because re-balancing enforces a buy low, sell high approach, it results in a positive performance gain over time.

Occasionally it may be necessary for us to replace a fund which fails to meet our rigid standards. The use of no-load funds, and low transaction fees makes this practically painless. Your advisor will discuss with you any proposed changes before executing them.

Articles of Interest

Is your portfolio off balance?

Portfolio turnover can lead to lower investment returns

Engineering for better returns 

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