How often are investment portfolios reviewed and rebalanced?

Investment portfolios at Eagle Asset Management are regularly reviewed and rebalanced to ensure optimal performance and alignment with clients' goals. The frequency of these reviews depends on various factors, including market conditions and clients' preferences. Typically, portfolios are reviewed at least on a quarterly basis to monitor progress and address any changes in clients' circumstances or investment objectives. However, in more volatile markets or during periods of significant market events, more frequent reviews may be conducted to make timely adjustments. Rebalancing is executed when necessary, usually to realign the portfolio with the desired asset allocation or risk tolerance. This proactive approach aims to maintain diversification, manage risk, and capitalize on investment opportunities, ultimately maximizing clients' long-term returns.