Sally Brandon Email & Phone Number

Did you know that the ultimate performance of your portfolio has less to do with the specific investments you pick than with your emotions and actions in making those investment choices? Money is very emotional. Studies done by DALBAR and Vanguard conclude that emotions cost investors half their returns on a long-term basis. Why is that? Left on their own, everyday Americans make their investment decisions based on emotion and media influence. As the Vice President of Client Services at Rebalance, my team and I work with every client, handling the complexities of the investment landscape, keeping you informed, helping you take action, and ultimately giving you peace of mind. Clients are given a dedicated two-person team that is made up of a seasoned investment advisor and a member of my client services team. Together we are your own personal investment team, monitoring your money and your situation, ensuring that you are always on track to achieve your goals. I work to provide highly personalized advice and service that ensures your money is managed safely, effectively, and most of all personally. I first started working with investors at MarketRiders, a low-cost, do-it-yourself, model portfolio service that is designed for people who want to build manage their own investment portfolio, but with some asset allocation guidance.Rebalance offers FULL service investing advice for a fraction of the cost of the stockbroker down the street, who may not have fiduciary responsibilities and may not be obligated legally to act in your best interest. We put our clients'​ interests first, and combine this commitment with some of America's top investment experts, who personally help design and monitor our firm's portfolios.At Rebalance, our client relationships are very much like our investments: dependable, valuable, and long-term.

Listed skills include Investments, Portfolio Management, Retirement, Wealth Management, and 8 others.