How IFA Keeps You Up to Date on Your Portfolio - Show 97

Monday, September 16, 2013 3,369 views

As an investment fiduciary, Index Fund Advisors has an obligation to always act in the best interests of our clients. This would include regular monitoring of client portfolios for rebalancing and tax loss harvesting opportunities, as well as periodically adjusting each client’s  portfolio risk level in accordance with their Glide Path.
To learn more, read our article.

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