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Rebalancing Managed Portfolios

Client Centered

One of the key reasons for the rebalancing is that material deviations from strategic target weightings can impair the portfolios ability to meet its long term goals and objectives. Rebalancing seeks to balance the risks associated with target allocation deviations with the cost of transacting. Under normal market conditions, investment portfolios will be rebalanced twice a year, once in January and once in July. 

Molly Rambo will monitor actual asset allocation relative to targets and allowable ranges, as well as underlying market conditions to evaluate the need for additional rebalancing. Molly reserves the right to partially or fully rebalance the portfolio as necessary, while 
taking into account the transaction costs associated with any given portfolio rebalancing.

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