Portfolio Rebalancing

One of our investment management philosophies has always been to rebalance portfolios when tactical opportunities present themselves. We monitor our investment portfolios relative to their intended asset class targets and believe the optimal rebalancing strategy is to trim positions that have done well and add to those which have lagged, bringing asset classes back to their intended targets. This vigilance forces us to sell when positions are high and buy when positions are low, which is part of a sound, long-term investment strategy.

As we approach year-end, we see some significant market dislocations which we believe create an opportunity to rebalance our portfolios. Additionally, we are navigating year-end mutual fund capital gains distributions and tactically harvesting losses in order to potentially reduce tax liabilities for our clients.

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