PROGRAM FEATURES: Monitoring and Rebalancing


Our on-going vigilance is key.

Ongoing management monitoring and performance evaluation, combined with portfolio rebalancing, are critical tools for risk management. 

Our review process includes regular asset class reviews, manager evaluations and new manager and strategy searches. We constantly seek more effective or lower-cost means of implementing strategies.

We monitor each Tacivest client's portfolio daily in relation to their investment plan and perform individual rebalancing where appropriate.


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