Investment Management

1. Engage us on any of our on-going client services
2. We will help you open accounts with your preferred custodians
3. With your advisor, determine your investment objectives & risk tolerance
4. Pick an investment style

5. Review & evaluate over time to make sure your strategy is reaching its goal

Morningstar is one of the largest third-party providers of independent investment research. Morningstar Office is the most complete advisor package that provides us with access to independent and detailed research for over 325,000 stocks, bonds, mutual funds, ETFs, closed-end funds, 529s, offshore funds, hedge funds, and separate accounts.

We’ve used technology to tie Morningstar Office into our direct custodians (TD Ameritrade, Schwab, Fidelity, and TIAA CREF). Our client’s investments/accounts feed directly through Morningstar, allowing us to monitor and manage accounts more effectively. These same systems and their integration with Morningstar’s immense research capabilities allow us to provide detailed and customized reporting to our clients at the push of a button.

Riskalyze is the second risk tolerance solution that we have adopted to help us better serve clients. Riskalyze is a solution that works to “gamify“ risk tolerance to make it more fun to comply with our need to update your risk tolerance. This helps us to better judge client mood/emotional changes that occur as the markets move and affect your account(s) so that we can better advise and guide you toward better investment outcomes.

iRebal is a state-of-the-art, rule-based rebalancing application developed by TD Ameritrade. This allows us to automatically consider complex permutations of managing your account(s).

With the addition of the decision Center, our financial planning is much more dynamic and interactive, rather than the traditional boring and long financial plans of the past. Whether you want to evaluate retirement options, fund children’s education, build a solid estate plan, or just review your existing plan(s), all you need to do is enter your data into your rFPW and we’ll build your plan for you.

We have the expertise and the technology to help you visualize the cost and effect of your financial decisions – not just for today, but throughout your entire lifetime. Forward-thinking is what smart planning is all about. Let’s look forward together.

At rebel Financial, we believe in offering our clients cutting edge technology and software to give you not only a healthy investment portfolio but also convenient & timely financial planning and the peace of mind that comes with it. That’s why we’ve introduced Foundational Planning software to our financial planning arsenal. Foundational Planning follows a step-by-step workflow, focusing on retirement, education, and spending goals, combining them into one wholistic plan for the client. As clients‘ needs change, advisors can easily transition into using a more comprehensive planning solution, eliminating the need for multiple planning programs.

There are several ways you can become a part of the rebelution: