Portfolio Monitoring, Rebalancing & Fees

Getting Started with Monitoring, Rebalancing, and Fees

A well-built portfolio is only the beginning. At Optimize, we believe that consistent oversight, timely rebalancing, and transparent fees are just as important as portfolio construction. These elements work together to ensure your investment plan stays on track through changing markets and life stages.

Portfolios naturally drift over time as markets move. Left unchecked, this drift can create misalignment between your risk profile and your actual investments. Rebalancing brings your portfolio back in line with your goals, keeping it stable and focused.

Our investment team monitors portfolios regularly and uses a disciplined approach to rebalance when it’s needed, not just on a calendar. At the same time, we maintain a clear and competitive fee structure so you always understand what you are paying and why.

Why It Matters

Without regular monitoring and adjustments, even the best-designed portfolio can drift off course. Rebalancing helps control risk and reinforce your plan, while fee clarity ensures confidence in the value you receive.

The Benefits of Monitoring, Rebalancing, and Transparent Fees

• Keep your portfolio aligned with your goals and risk profile over time

• Reduce the impact of emotional investing by using structured rebalancing

• Ensure your investment mix remains diversified and balanced

• Understand exactly how and when fees apply

• Feel confident in the ongoing oversight and management of your investments

Understanding Portfolio Monitoring, Rebalancing & Fees

Portfolios shift over time, and rebalancing keeps them aligned with your goals. Learn how Optimize monitors for changes, rebalances with discipline, and uses this process to manage risk. Explore our transparent fee structure and how portfolio management fees are calculated:

• Understanding Portfolio Drift and the Importance of Rebalancing: Learn how changes in the market can shift your portfolio away from its intended mix, and why rebalancing brings it back in line.
• Optimize’s Approach to Continuous Portfolio Monitoring: See how we track your portfolio on an ongoing basis to catch drift early and support timely adjustments.
• Rebalancing for Risk Management: Understand why rebalancing is based on structure and risk, not short-term market predictions.
• The Long-Term Benefits of Rebalancing: Staying Aligned with Your Goals: Discover how rebalancing supports stability, reduces risk, and helps your portfolio stay aligned over time.
• How are Portfolio Management Fees Charged: Learn how fees are calculated and charged.