A complete list of active advisors currently associated with Balanstone, LLC

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

Balanstone, LLC provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, and also works with corporations, other investment advisers, and institutional clients. The firm prepares Investment Policy Statements, implements tailored or model portfolios, and may act as a subadviser to unaffiliated advisers who outsource portfolio management to Balanstone. The firm’s investment approach emphasizes long‑term fundamental equity analysis, with allocations that can include fixed income, ETFs, and non‑U.S. securities; it documents risk tolerances and time horizons and routinely seeks discretionary authority to execute client strategies. Balanstone discloses the potential use of short sales and highlights the material risks associated with those strategies alongside standard market, credit, and currency risks. Distinctive features include providing portfolio management to institutional clients and serving as a subadviser despite operating as a single‑advisor independent firm with a small client base, which is uncommon among peers. The firm requires clients to use a specified custodian (Interactive Brokers) unless otherwise agreed and does not aggregate trades across multiple client accounts, a practice that can affect execution and is atypical for advisory firms.

To learn more about the advisors currently working at Balanstone, 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.