Ballast Advisors takes a holistic approach to asset allocation, employing an asset allocation strategy that builds a portfolio that fits the individual needs of our clients.
The first step in our investment strategy is getting to know our clients- to understand their dreams, goals and create a complete picture of their financial situation.
To help facilitate this understanding, we begin with financial planning. This comprehensive approach to discovery and assessment is integral to the way we do business.
Our focus is on you
So many financial planning institutions today utilize a set structure with no flexibility for the individual need; therefore creating a limited visions of success.
Our advisors possess the necessary experience and specialized technical skills to help you navigate the intricate issues and challenges faced by high net worth families.
Because executive compensation packages can be complex, our over 150 years worth of combined experience in financial planning can help streamline your analysis.
Individuals in or near retirement
As you think about retiring, what dreams do you have in mind? Are there activities you want to make sure you can afford every year? How about work around the house you no longer want to do?