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Frec Unveils Portfolio Allocation Feature for Smarter Rebalancing
Slice of Finance Team
06 Feb
Key Highlights:
Frec’s Portfolio Allocation gives investors control over how and when to rebalance.
Avoid forced rebalancing that triggers unnecessary tax liabilities.
Three flexible options: Sell & Buy, Cash Deposit, and Portfolio Line of Credit.
Designed for self-directed investors managing assets across multiple platforms.
Frec manages $170M+ in customer assets, offering innovative investment solutions.
Source: Business Wire
Notable Quote:
“For years, robo-advisors have promoted the idea of constant rebalancing as the gold standard, but this one-size-fits-all approach often doesn’t align with real-world investor needs. By moving away from automatic rebalancing, investors can now approach rebalancing strategically, deciding when it’s the right time to act based on their goals, market conditions, and tax considerations.”
Why This Matters:
Traditional robo-advisors automatically rebalance portfolios, often forcing sales that trigger taxes and disrupt investment strategies. Frec is challenging this rigid model by allowing investors to rebalance at their own pace, leveraging external cash or credit lines instead of selling high-performing assets. With $170M in customer assets, Frec is reshaping self-directed investing, offering more control, flexibility, and tax-efficient solutions for today’s investors.