Account Management

You can deposit funds via ACH bank transfer, wire transfer, or by transferring securities from another brokerage. Most clients use ACH transfers which are free and typically process within 3-5 business days.

We rebalance portfolios on the new moon - a systematic timing approach that removes emotional decision-making from our process while ensuring regular review cycles, typically about once per month.

Yes, we provide tax-loss harvesting for taxable accounts. This involves strategically realizing losses to offset gains and reduce your tax burden while maintaining your target asset allocation.