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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.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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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 Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
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