Balance Investments

Overview

Balance Investments is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services and educational workshops, and charges fees on a mix of percentage of AUM, hourly and fixed-fee arrangements. The firm’s stated investment preference is equities, with most client assets held in exchange-traded public securities. Balance Investments does not identify as an active ESG investor and operates on a single-state basis. Investment activity appears focused on liquid, publicly traded instruments for core exposure, supplemented by access to third‑party alternative managers for real assets and commodity-related strategies. Given the firm’s mix of advisory and insurance activities, annuities and mutual funds are also part of their product set for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices