Your portfolio will be rebalanced to match the original profile allocation twice a year. This allows us to harvest gains in certain areas, and ensures the risk level of your portfolio remains consistent with your objectives.
Rebalancing takes place in May and November because, historically, markets have increased activity during the first and fourth quarter, and have underperformed during the second and third quarter. Rebalancing during the second and fourth quarter repositions your portfolio for these potential market changes.
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