At Balanced Asset Strategies, Ltd. 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 build an 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 investments 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.
What is most important to you? How do we get there? Our investment philosophy is growing and protecting your investments 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.
Services
Through our unparalleled experience, we offer you a better way to invest. You will gain access to a variety of investment options. We are certain you will understand why our clients value our strategies. Your money will be diversified across a broad selection of investments, giving you a balanced exposure to a variety of different strategies.
In addition, we are able to address more specialized issues such as protecting large stock investments, planning for education costs, planning for divorce, elder planning and any other issues related to your finances. Our services help you identify your goals, evaluate existing resources, and design the financial strategies that, when implemented, moves you toward achieving these goals.
After graduating with a Bachelor of Science in Finance and a Juris Doctor from the University of Illinois, Jim began in the financial industry as a runner on the CBOE in 1993 later becoming an equity derivatives market maker and managing risk for a proprietary trading firm. Demonstrating an ability to profitably manage these accounts, he rapidly made partner.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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