Balanced
Rock
Investment
Advisors

Our Service

Portfolio Management

Balanced Rock builds customized globally diversified, low-cost, and tax-efficient portfolios. They are made up of public companies, mutual funds, exchange traded funds, and private impact investments. Your portfolio is aligned with your financial planning needs and your values.

We focus on the things we can control, using broad diversification and regular rebalancing to manage risk while keeping investment fees and expenses low. We pursue tax minimization with strategies incorporating charitable giving and thoughtful timing of retirement distributions. And finally, we make some active investments where we see attractive opportunities.

 
 
“Those who have knowledge, don’t predict. Those who predict, don’t have knowledge”
— Lao Tzu
 

What Are Your Values?

  • Conscious capitalist

  • Anti-capitalist

  • “Meet my needs and be ok-ist”

What is Your Risk Tolerance?

  • Investment horizon

  • Liquidity needs

  • Comfort with volatility

  • Portfolio income requirements

How We Create Financial Value

  • Diversification and regular rebalancing

  • Low-cost investing and in-house + purchased research

  • Tax-efficient management of your investments, your savings, your giving and your spending

0.85%

of AUM Per Year up to $2M, and 0.65% on assets over $2M

Wealth Management

Includes unlimited financial planning with $2,550 minimum annual fee.

Offered to Clients with portfolios more than $300,000.

Get Started

BELOW: Caricature of John Pierpont Morgan as a bull blowing bubbles "inflated values", for which group of people are reaching, Puck, 1901. Library of Congress.