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Investment Management

Ballast Advisors Investment recommendationsAt Ballast Advisors we believe a well-diversified portfolio will provide our clients with an efficient balance between risk and reward  — giving our clients the best opportunity to meet their long-term goals. Generally, our clients’ portfolios will be invested in asset segments across a full investment spectrum – domestic and global, equity and fixed income, developed and emerging markets, real assets, and alternative strategies .

We strive to maintain our strategic allocation discipline in all economic environments and market conditions, periodically re-balancing all your holdings as needed – including your 401(k), stock options and other executive benefits – creating a portfolio in harmony.


“The four most dangerous words in investing are: ‘this time it’s different.'” – Sir John Templeton

We utilize the full array of investment strategies and portfolio construction techniques to meet client needs, including:

  • Active and passive investment strategies
  • Tax aware and tax efficient portfolio construction
  • Multiple investment structures (e.g. mutual funds, ETFs, closed-end funds, private placements, separate accounts, variable contracts, hedge funds, and alternative investment strategies)