BALANCED INVESTMENT ADVISORS, LLC

Overview

Balanced Investment Advisors, LLC is an independent registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm runs fee-for-service planning and portfolio management alongside pension consulting and educational workshops. Its fee schedule is flexible: percentage-of-AUM arrangements are used alongside hourly and fixed-fee engagements. From an investment posture the firm shows a clear equity tilt. Exchange-traded equities represent the dominant portion of assets under management, and firm disclosures identify a preference for equities within separately managed account structures. The firm is not an active ESG investor and does not position itself as a capital allocator. It also maintains an affiliation with an insurance company, which ties into its use of annuity products and insurance-wrapped solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices