Asset Allocation

We at Balch Wealth Strategies help individuals and institutions determine the optimal mix of asset classes within their investment portfolios based financial goals, risk tolerance, time horizon, and other relevant factors. 

We partner with our clients to engage in a thorough assessment of  financial goals, investment objectives, risk tolerance, and time horizon. This may involve discussions, questionnaires, and analysis to understand unique circumstances and preferences.

This is the first step to developing a customized asset allocation strategy designed to achieve your objectives while managing risk effectively. Our recommendations typically include investments allocated across a variety of asset classes, including stocks, bonds, cash equivalents, real estate, and commodities.

Overall, we aim to provide you with a disciplined investment approach that aligns with your financial goals, risk tolerance, and time horizon, while seeking to optimize returns and minimize risk over the long term. Working with a qualified financial advisor provides individuals and institutions with the expertise, guidance, and support needed to navigate the complexities of investment management and achieve financial objectives.