The team at FischTank Marketing and PR would like to congratulate Rebalance, a Bethesda and San Francisco-based investment firm committed to making premium wealth management services affordable and accessible to everyday Americans, on winning the prestigious 2018 Pacesetter IMPACT Award™ for Innovation and Growth, awarded by Schwab Advisor Services. The conference took place this week, with the honor being bestowed on the firm yesterday.
Rebalance is an innovative, trendsetting company that has established itself within the retirement investment and personal finance industry. A consumer-first organization, Rebalance has advocated for transparency and working in their clients’ best interest, two standards that are unfortunately often neglected in the financial advisory space.
Please watch their video and learn more about the firm here.
Rebalance was recognized for its innovation and approach to bringing world-class investment expertise, holistic planning and financial advice to investors at a lower price point by combining cloud-based technology, ‘best-in-class’ portfolio management and seasoned investment professionals. Rebalance, and members of its team, received the award on the main stage at Schwab IMPACT®, the nation’s largest and longest-running annual gathering of independent advisors
Rebalance also brings “big league” investing capabilities to everyday Americans and is known for the savings it creates for its clients, as well as its emphasis on providing prudent investment advice based upon the expertise of its internationally-recognized Investment Committee. Members of this committee include Burt Malkiel, the world-renowned Senior Economist at Princeton University; Dr. Charley Ellis, who chaired Yale University’s famed investment committee; and Jay Vivian, the former Managing Director of IBM’s Retirement Funds, where he oversaw over $100 billion in IBM investment funds.
The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry.