What do you expect from a financial advisor?

Your future should be as important to your advisor as it is to you. So we asked clients like you, what their expectations were from their financial advisor. That was in 1987. Balanced Asset Management was founded on these expectations and continues to meet them today.

I want someone


who
sees me quarterly to review my situation.

who listens, and understands what I want to accomplish.

who is knowledgeable in all areas of investment planning, retirement planning, taxes, estate planning, etc.

who is independent and able to draw from many investments, and hundreds of insurance companies (not a stock broker or insurance salesman who represents only one company)            

who always remembers that itís my money and my life.

who is not a salesman, but an advisor, consultant and educator.

who gives me alternatives and explains them in terms I understand.

who is not pushy.


The beauty of balance in your portfolio


Our investment philosophy is simple. When you diversify by adding more asset classes, (different types of investments), you actually may reduce risk, and increase the return of the entire portfolio.

So diversification is vital and is a primary goal. Line by line, we identify weak investments to replace and strong investments to maintain. Over the years, we monitor the health of your entire portfolio, not just the portions we invest. And, we always show you options. There are thousands of investments to choose from and more than a few can suit your needs. So we present you with multiple investment options and strategies and discuss their pros and cons.
 
The end result is a long term relationship where we become your financial consultant, not a salesman trying to sell you the next hot stock.

INVESTORS NEED TO BE AWARE THAT NO INVESTMENT PLAN/ASSET ALLOCATION CAN ELIMINATE THE RISK OF FLUCTUATING PRICES AND UNCERTAIN RETURNS.