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Asset Protection

Asset Protection: An investment portfolio as unique as you are.

Keeping a solid financial profile is critical because we all know we cannot control or predict the short-term ups and downs in the markets or economy. Here at Balcom Investments, we create diversified portfolios in the context of your overall asset base, not just those assets we manage. We take a holistic view of your assets that helps us create a portfolio that is appropriate given your time horizon, cash flow requirements, and your risk profile. Your past experiences will influence your portfolio as well. We will seek to create a diversified portfolio around the following aspects:

  • Financial and investment goals
  • Tax environment
  • Current portfolio holdings
  • Portfolio cash flow requirements
  • Time horizon

Once we have an understanding of where you are coming from, and what goals are most important to you, the client, we can then create a customized investment strategy.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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The Investment Risk No One’s Ever Heard Of

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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A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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