Review
Rebalance readiness session
A half-day desk session that tests whether a proposed rebalance respects the long-term allocation map already agreed.
Who it is for
Clients who already have an allocation memo (ours or another adviser’s) and want a disciplined check before executing a batch of moves.
Result
A short readiness note: which proposed moves align with the map, which stretch the concentration limits, and what to document before custody transfers begin.
Included
- Pre-read of the existing memo and proposed trade list
- Live session (up to three hours)
- One-page readiness note within three business days
Excluded
- Building a first allocation map from scratch
- Execution, brokerage, or custody moves on your behalf
Next step
Contact the desk with your existing memo date and the size of the proposed rebalance window.