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.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.
Learn More
Separating the Signal From the Noise

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.
Learn More
The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Learn More
Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
Learn More

SCHEDULE A CALL WITH CHANTAL & TEAM

Thank you!
Oops!