Proper asset allocation should provide assets that are uncorrelated.  Because the assets are not correlated, not all assets will perform like the other.  Portfolio rebalancing is essential to keeping the original allocation and allows us to sell the highly appreciated assets while purchasing assets that have underperformed during that period.

SRCM will constantly monitor the account and the stock/manager included in the allocation.  Back Office Support Systems will do daily reconciliation, audit client statements, prepare client quarterly reports, and provide billing services.  On a quarterly basis, we will conduct client review meetings where we will assess asset allocation targets and watch for any drift.  At the end of the calendar year, non-qualified accounts will be reviewed for potential tax strategies.