Personal Benefit Services Wealth Management

We are on Constant Watch for You.

As your Investment Advisor, it's our responsibility to continually monitor your investment portfolio, oversee the Portfolio Strategist's decsions to rebalance and realign your portfolio, and clearly communicate the changes to you.

Our open platform design allows us to monitor and review the portfolio strategists and investment managment teams, and make changes in this team as necessary.

Rebalancing a portfolio could be based on different types strategies. The rebalancing technique and strategy will be customized to your needs.

Strategic
- Rebalances to original target asset mix
Tactical
- Adjusts asset mix based upon current proprietary research information

In both cases we continue to monitor the performance of Investment Management Firms and replace them if and when it is necessary.

Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment.

©2010 Personal Benefit Services Wealth Management. All rights reserved.