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Yield Management Inc.: Investment Portfolio Balancing

Individual investment portfolios can need rebalancing for two reasons:

  • Modification in investment objectives due to life changes such as retirement, inheritance, purchase or sale of real estate, health, and other factors that may alter the structure of a person’s investment plan.
  • Uneven growth in different sectors or asset classes can require portfolio adjustments in order to get the asset allocation back in line with the stated parameters of the investment plan.

Your Yield Management Investment Advisor will routinely monitor your portfolio and provide assistance and guidance in rebalancing as required.