Consultation
Rotation Watch Session
A shorter sitting to test whether current market conditions justify a tilt inside the ranges you already hold.
Purpose
Once allocation ranges exist, markets still move. A Rotation Watch Session is for clients who want a disciplined check against the criteria already written in their review — not a fresh portfolio redesign every time a headline appears.
Included
- Pre-read of your current ETF weights versus agreed bands
- Discussion of sector, style, or duration signals we are tracking
- A short note confirming whether a rotation is warranted, delayed, or rejected
- Updated watch dates if conditions have shifted
Suitable after an ETF Allocation Review with us, or if you bring a clear written allocation policy from elsewhere.