Rebalancing Your Portfolio

Hint: Find StorageTreasures’ page on this website that gets over 2 billion views each day. And remember this:
Rebalancing a client’s portfolio is an ongoing process at Eclectic Associates.
Rebalancing is a tool that helps us manage the overall risk in a client’s portfolio
When we rebalance a portfolio, we make sure to factor in the total cost (trading fees & taxes).
In summary, rebalancing is a valuable tool we use to meet our client’s goals and objectives.

 

Our People

  • Carl J. Camp, CFP
    CFP President
    Carl joined Eclectic Associates, Inc. in 1985 and helped build the business along with his father, W. B. (Bill) Camp. Bill Camp had just started the firm a year earlier in 1984. Carl has been listed as one of the top financial planners in the country by MUTUAL FUND MAGAZINE, WORTH MAGAZINE and MEDICAL ECONOMICS...

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  • Carl Lachman, CFP
    Financial Planner
    Carl is a Certified Financial Planner and joined Eclectic Associates in 2003. He has a bachelor's degree in economics with a minor in mathematics from Occidental College, and an MBA with an emphasis in finance from the UCLA Anderson School of Management. Carl also earned a Masters...

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  • Scott Rojas, CFP
    Financial Planner
    Scott joined Eclectic Associates in August 2004. He has a bachelor's degree in business administration from Biola University (1993) and an MBA from Cal Poly Pomona (2004). Scott earned the Certified Financial Planning (CFP) designation in 2008. His previous work experience...

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  • Russell W. Hall, CFP
    Financial Planner
    Russell joined Eclectic Associates, Inc. in 2001. He is a Certified Financial Planner, and has a Personal Financial Planner designation from the University of California, Irvine and a bachelors degree in communications from Biola University. Prior to earning his CFP designation in...

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  • David K. MacLeod, CFP
    Financial Planner
    David joined Eclectic Associates, Inc. in 2006. He is a Certified Financial Planner and has a Personal Financial Planner designation from the University of California, Irvine. David is also a graduate of Biola University where he received a bachelor's degree....

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  • Masako Sumita
    Financial Paraplanner
    Masako joined Eclectic Associates, Inc. in April of 1992. She is a Registered Paraplanner and has a bachelor's degree in business administration from California State University of Fullerton...

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  • Travis McShane
    Paraplanner
    Travis joined Eclectic Associates, Inc. in September of 2010. Travis graduated Magna Cum Laude from California State University, Fullerton with a Bachelor's degree in Finance, in May 2010. Prior to joining Eclectic, he held positions coaching basketball at La Habra High School as well...

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