Rebalance Ira Information

Rebalance is a mission-driven, award-winning investment firm committed to offering premium, fiduciary wealth management services to everyday investors. The firm is at the forefront of providing consumers with a fundamentally different and better set of investment options: lower costs, endowment-quality globally diversified investment portfolios, and systematic rebalancing. The Rebalance Investment Committee is anchored by three of the most respected experts in the finance world: Burt Malkiel, the world-renowned Senior Economist at Princeton University and author of "A Random Walk Down Wall Street"; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM's $100+ billion in retirement investment funds for more than 300,000 employees worldwide. Rebalance is headquartered in Palo Alto, CA and Bethesda, MD and currently manages more than 600 clients with over $1 billion in financial assets. In 2018, Rebalance was honored by Schwab's 2018 Pacesetter IMPACT Award™ for Innovation and Growth.