Formalizing a Portfolio Rebalancing Policy

Webinar
Thursday, November 29, 2012 - 2:00pm

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

To replay the presentation, you will first need to download the webinar player.

Replay the presentation.