Who We Are

• Firm Disclosure Brochure ADV Part 2A

• Form CRS - Client Relationship Summary

Balanced Rock Investment Advisors LLC (“BRIA”) is a Registered Investment Advisor (“RIA”), registered in the Commonwealth of Massachusetts. Registration of an investment advisor does not imply any specific level of skill or training, and does not constitute an endorsement of the firm by Massachusetts or other state securities regulators or the Securities and Exchange Commission (“SEC”).

BRIA provides asset management and related services for clients nationally. BRIA will file and maintain all applicable licenses as required by the state securities boards and/or the SEC, as applicable. BRIA renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.

We do not provide tax or legal advice. Clients are responsible for determining their need for and obtaining their own legal and tax advice through qualified professionals whenever necessary.

This website is intended to provide general information about BRIA. It is not intended to offer investment, tax, or legal advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles, and other content on this website are based on generally-available information and are believed to be reliable. BRIA does not guarantee the accuracy of the information contained in this website. The information, including any opinions expressed by BRIA, is of a general nature, provided solely for entertainment and educational purposes, and should not be construed as investment advice.

BRIA will provide all prospective clients with a copy of our current Firm Disclosure Brochure prior to commencing an advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can view our current Firm Disclosure Brochure on our website or through the SEC’s Investment Advisor Search. In addition, you can contact us to request a hard copy.

If you have any questions regarding compliance and regulatory information, please contact us.

CFA Institute does not endorse, promote or warrant the accuracy or quality of Balanced Rock Investment Advisors. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.