A Registered Investment Advisor


At Balanced Asset Strategies, your interests always come first.  As an independent Registered Investment Advisor, we are free from conflicts of interest and work for you.  Together we will create a financial plan and investment strategy implementing both your personal and economic objectives.  What is most important to you?  How do we get there? 


Our investment philosophy is growing and protecting your savings by avoiding catastrophic losses through a highly diversified portfolio and the tactical use of portfolio insurance. While you cannot manage market returns, you can manage your risk and exposure.


We have the necessary experience to navigate through all types of market conditions and more importantly to facilitate meaningful progress toward both your life style and financial goals.