A strong portfolio is not built once; it is refined continuously. Our review and rebalancing service analyzes your current holdings to ensure they remain aligned with your goals and risk appetite. We identify underperformers, reduce overexposure, and suggest sectoral reallocation for better returns with reduced risk. In the Legacy Architect plan, this process is ongoing, with structured evaluation bands to monitor long-term health. By rebalancing regularly, we help clients stay on track during market volatility. This service ensures your portfolio is not just diversified but strategically optimized for growth, stability, and resilience against unexpected market shifts.