Gary Quinzel, CFA, CFP | Source | Director - Portfolio Counseling at Wealth Enhancement Group
Gary Quinzel, CFA, CFP
Director - Portfolio Counseling at Wealth Enhancement Group
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Gary is the Director of Portfolio Counseling at Wealth Enhancement Group. He began his career in investment strategy and management in 2003. Gary is highly-skilled in the areas of macroeconomic research, portfolio management, and investment analysis. He also enjoys delivering market commentary and guidance to clients.
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Wealth Enhancement Group (https://www.wealthenhancement.com)
Director - Portfolio Counseling
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Portfolio Rebalancing Strategies for 2023
Advisors have various approaches to rebalancing, and not all are calendar-based.
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Strategic rebalancing is implemented when clients' portfolios drift a specific percentage from their long-term target asset allocation, which is driven by the client's objectives, risk tolerance and unique needs and preferences.
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