Ensemble Financial Services Debuts Asset Rebalancing Service
New service helps assure reduced risk and relieves Advisor workload.
Rochester, NY, February 05, 2009 --(PR.com)-- Ensemble Financial Services has introduced a new Asset Rebalancing Service, designed to lower the workload of financial advisors while automatically readjusting portfolio risk.
Asset allocation is one of the keys to balancing risk and return in a portfolio, and periodic rebalancing is critical to maintain the appropriate level of risk. Unfortunately, it can also be a significant time commitment for independent financial advisors, and individual account rebalancings can even be missed or delayed because of the time demands on practitioners. Ensemble Financial’s new service can make that rebalancing automatic, and take the workload off the advisor and the advisor’s staff.
“Many advisors consider their investment management strategy a strategic differentiator” said Stephen Wershing, President of Ensemble Financial. “Unfortunately, keeping management of client portfolios in-house too often translates into losing the advantages of outsourcing the logistics to a turn-key asset management platform. And, while other outsourcing services are available in the marketplace, the only ones we have been able to find are incredibly expensive. We can offer advisors all the benefits of outsourcing the rebalancing for as little as $25 per account per year. And we believe this to be a fantastic value to the advisor.”
The Asset Rebalancing Service completes Ensemble Financial’s suite of portfolio management services, which includes automated fee calculation and account debiting, performance reporting, and custody. “Now an advisor can have all the benefits of a turn-key asset management program, retaining the investment choices as a competitive advantage, and at a fraction of the cost,” reported Wershing. "We can create a lot more time for the advisor to spend with clients."
About Ensemble Financial Services, Inc.
Ensemble Financial Services is the leading outsourcing company for independent financial advisors. Financial advisors who run their own businesses look to Ensemble to provide everything they need to keep their businesses running so they can invest their time working on client service. Ensemble’s virtual staffing services, comprehensive technology suite, operations and clearing services, and broker dealer provide a comprehensive solution for financial advisors, especially valuable to advisors transitioning from being an employee to establishing their own business. Headquartered in Pittsford, New York, Ensemble is a subsidiary of Tompkins Financial, recognized by The Staton Institute(R) in the 2009 Edition of America's Finest Companies(R).
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Asset allocation is one of the keys to balancing risk and return in a portfolio, and periodic rebalancing is critical to maintain the appropriate level of risk. Unfortunately, it can also be a significant time commitment for independent financial advisors, and individual account rebalancings can even be missed or delayed because of the time demands on practitioners. Ensemble Financial’s new service can make that rebalancing automatic, and take the workload off the advisor and the advisor’s staff.
“Many advisors consider their investment management strategy a strategic differentiator” said Stephen Wershing, President of Ensemble Financial. “Unfortunately, keeping management of client portfolios in-house too often translates into losing the advantages of outsourcing the logistics to a turn-key asset management platform. And, while other outsourcing services are available in the marketplace, the only ones we have been able to find are incredibly expensive. We can offer advisors all the benefits of outsourcing the rebalancing for as little as $25 per account per year. And we believe this to be a fantastic value to the advisor.”
The Asset Rebalancing Service completes Ensemble Financial’s suite of portfolio management services, which includes automated fee calculation and account debiting, performance reporting, and custody. “Now an advisor can have all the benefits of a turn-key asset management program, retaining the investment choices as a competitive advantage, and at a fraction of the cost,” reported Wershing. "We can create a lot more time for the advisor to spend with clients."
About Ensemble Financial Services, Inc.
Ensemble Financial Services is the leading outsourcing company for independent financial advisors. Financial advisors who run their own businesses look to Ensemble to provide everything they need to keep their businesses running so they can invest their time working on client service. Ensemble’s virtual staffing services, comprehensive technology suite, operations and clearing services, and broker dealer provide a comprehensive solution for financial advisors, especially valuable to advisors transitioning from being an employee to establishing their own business. Headquartered in Pittsford, New York, Ensemble is a subsidiary of Tompkins Financial, recognized by The Staton Institute(R) in the 2009 Edition of America's Finest Companies(R).
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Contact
Ensemble Financial Services
Susan Herendeen
585-419-1010
www.ensemblefs.com
Susan Herendeen
585-419-1010
www.ensemblefs.com
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