About Us
Rebalance was born from a partnership that started in 2009. This partnership was formalised in mid-2010 with the establishment of Rebalance Investments (Pty) Ltd. Rebalance initially utilised external asset management capabilities to manage our products. At the beginning of 2014, our asset management capabilities were expanded and internalized with the formation of Rebalance Fund Managers (Pty) Ltd, an authorised discretionary investment manager.
The Rebalance business and investment philosophy is centered around our clients. Our belief is that an investment philosophy should start at client level with the financial advisor and build up to portfolio level with the investment manager. We are proponents of multi-management.
Clients are advised, but their initial investment plan is never reviewed nor revisited, despite the fact that many factors which constitute such a plan may and will change over time. The client’s own personal situation changes; his needs and objectives changes as his life progress; and financial markets change over time. As these factors (and many others) change, the client’s strategy needs to be adjusted accordingly.
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