Broker Check

Asset Allocation & Diversification

Today’s world is filled with confusion about a multitude of investment choices and money management programs. Building a successful portfolio begins with your decision to work closely with an investment professional who will help you achieve your financial goals.

As an independent boutique, Balcom Investments offers you a tremendous amount of unbiased access to the market place. This gives us a broad selection of diverse investment choices to tailor investments to our client’s comprehensive needs.

We provide only customized investment management advice. Our role is truly consultative in nature with a focus on guiding clients through the transition and maintenance of a prudent and well-designed investment program. Our investment planning services include, but are not limited to:

  • Customized investment plan targeted as our clients specific goals
  • Asset allocation design with tactical and strategic implementation
  • Manager/Securities selection, monitoring and replacement
  • Ongoing portfolio tracking, rebalancing and reporting as needed

We believe that strategic consulting and execution of a well-formulated investment plan are essential elements in maximizing value for our clients. We are on the client’s side and recommend additional services only when they are in the best interests of the client.

Our experienced team will design an appropriate portfolio for you with enough flexibility to adjust for your specific needs and for market volatility. We use quality investment and insurance companies. It is important to us to invest time to learn about your objectives, time horizon and risk tolerances before offering recommendations tailored to your individual circumstances and financial needs.

What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
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