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Investment Philosophy

Ballast Advisors Retirement GoalsBallast Advisors takes a holistic approach to asset allocation, employing an asset allocation strategy that builds a portfolio that fits the individual needs of our clients. The first step in our investment strategy is getting to know our clients- to understand their dreams, goals and create a complete picture of their financial situation. To help facilitate this understanding, we begin with financial planning.  This comprehensive approach to discovery and assessment is integral to the way we do business. Only when we have a true understanding of a client’s needs and goals can the investment process begin. Building on that foundation, we recommend strategies and investments that are in alignment with our client’s goals while managing risk.