Portfolio Maintenance

Over time, investment planning 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 on Investment Planning

• Is your portfolio off balance?
• Portfolio turnover can lead to lower investment returns
• Engineering for better returns

To find out more about our portfolio maintenance services fill out our request for information form here.