Portfolio Rebalancing: The Flourish Model
Jay Pluimer, AIF® CIMA® Thursday, 03 September 2020
Portfolio rebalancing is a necessary and important component of sound and strategic investment management. In this week's episode, Jay Pluimer discusses how he approaches portfolio rebalancing at Flourish Wealth Management for his clients in the Minneapolis/St. Paul area and beyond. The process focuses on three main goals and keeps your unique financial picture in perspective always. He focuses on three main criteria which you can learn more about by taking a quick listen. Enjoy!
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About the Author
Jay Pluimer brings over 25 years of experience working with Investment Committees and individual investors to Flourish Wealth Management. He has built a career focused on investment research, client conversations about investments, and building diversified portfolios to help clients accomplish their goals. As Director of Investments, Jay is passionate about the opportunity to deliver individualized investment solutions for our clients that help align their resources and goals.