BALOPOLE INVESTMENT MANAGEMENT CORPORATION

Overview

Balopole Investment Management Corporation is a small, independent registered investment adviser that focuses on serving individual and family clients, including small business owners. The firm combines financial planning, discretionary portfolio management and periodic client communications (publication of periodicals or newsletters) as its core client services. Fee structures include a percentage of assets under management and hourly charges, which supports both ongoing advisory relationships and one-off planning engagements. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the primary sleeve of managed assets, supplemented by mutual funds and corporate debt to round out portfolio exposures. Balopole is not positioned as a capital allocator; instead it relies on third‑party managers and liquid vehicles for many exposures. The firm does not identify as an active ESG investor and operates on a modest, regional scale rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices