Formalizing a Portfolio Rebalancing Policy

This webinar explores the importance of having a formal strategy, the relative merits of some traditional policies, and some ideas on using technology to allow for new strategies.

Featured Speakers:

• Scott George, Chief Investment Officer, Mason Investment Advisory Services, Inc.
• Thomas R. Pudner, Director of Research, Mason Investment Advisory Services, Inc.
• William Thorpe, Director of Business Development, Mason Investment Advisory Services, Inc.
• Barbara A. Young, President, Porter County Community Foundation

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