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The Best Investment Advice You'll Never Get

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San Mateo County Medical Association

777 Mariners Island Blvd., #100

San Mateo, CA 94404

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This event is exclusive to SMCMA members only.

Most physicians still think they need to work with Wall Street brokers to grow their investments. So why do the world’s wealthiest families and elite institutions like Yale and Harvard avoid Wall Street like a dark alley at 3 AM? What do they know about investing that we can learn?

The San Mateo Medical Association has partnered with Rebalance IRA, a unique Silicon Valley-based investment management firm that manages over $500 million in retirement savings in a far different way than the traditional Wall Street firms. Rebalance IRA is not a broker, and does not take commissions. What the firm does do is bring a better solution to individuals through a science-driven approach to investing.

Mitch Tuchman, founder and Managing Director will present a two-evening seminar for our members that will shake your beliefs about investing, challenge what you are doing now, and ultimately help you grow your savings in a faster and safer way.

Come to one or both nights, and learn ideas that will help you retire with more.

About Mitch Tuchman and Rebalance IRA

Mitch Tuchman is the co-founder and Managing Director of Rebalance IRA. An M.B.A. graduate from the Harvard Business School, Mitch began his career at Atari and was a software entrepreneur until 1999 when he sold C2B Technologies to Inktomi, the largest search engine at the time. Mitch then entered investment management with Apex Capital, LLC where he oversaw a $200 million technology portfolio, and co-managed its venture capital fund. He also served as director of four NASADQ companies as an activist investor.

Mitch noticed the flawed commission-based brokerage model of the financial industry and took action. He saw opportunity to use technology to lower costs and emulate the best practices of sophisticated endowments like Yale and Harvard, and never looked back.

In 2012, Tuchman and Scott Puritz formed Rebalance IRA, and recruited an Investment Committee anchored by Princeton Economics Professor Burton Malkiel, author of the classic investment book, A Random Walk Down Wall Street; Dr. Charles Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM’s $100+ billion retirement investment funds.

Today, Rebalance IRA manages over $500 million in client retirement assets with its innovative and breakthrough business model for retirement investing. The firm has garnered national attention in the New York Times, the Wall Street Journal, NPR, Reuters, Forbes, USA Today, CNBC, Nightly Business Review, CBS, The Washington Post, and a profile on PBS.

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San Mateo County Medical Association

777 Mariners Island Blvd., #100

San Mateo, CA 94404

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