A complete list of active advisors currently associated with Balanced View Capital, LLC

Warmer can help you find a great advisor at Balanced View Capital, LLC or one who fits your needs even better.

Balanced View Capital provides portfolio management services to individual and high‑net‑worth clients, managing roughly $20 million for a small client base. The firm offers both discretionary and non‑discretionary advisory services across equities, options, fixed income, ETFs and mutual funds. The investment process draws on fundamental, technical, quantitative analysis and modern portfolio theory to build concentrated portfolios that typically hold fewer than 30 positions, a approach that can produce volatility above broad market benchmarks. For clients with appropriate risk tolerance the firm may use options and margin strategies and documents client objectives and restrictions in an Investment Policy Statement; it also reserves the right to end relationships if client‑imposed restrictions prevent proper servicing. Distinctive features include an offered performance‑based fee option for qualified clients that shares in capital appreciation and uses a high‑water‑mark, a structure the firm discloses and manages for conflicts of interest. The firm also notes flexibility on account minimums, the potential to hold a sizable cash allocation in uncertain markets, and custodial and trade execution arrangements through Schwab Institutional with accompanying research/soft‑dollar benefits.

To learn more about the advisors currently working at Balanced View Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.