Altium's Approach to Rebalancing via Barron's

Managing Partner, Jim Dowling, sat down with Barron’s to discuss Altium’s approach to rebalancing. When faced with the question, “How do you persuade tax-averse clients to rebalance?” Jim offers context around how calculating tracking error can quantify the benefit of rebalancing so that it can be compared to the tax cost and offer the end investor a better understanding of the value associated with direct indexing.

Read more on Altium’s rebalancing methodology, as well as valuable advice from investors across the country, in “The Big Q” column.

Altium Wealth Management, LLC. ("Altium") is an SEC registered investment adviser. For information about Altium's registration status and business operations, please consult the Firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at<>.