A complete list of active advisors currently associated with Ball Investments Corporation

Warmer can help you find a great advisor at Ball Investments Corporation or one who fits your needs even better.

Ball Investments Corporation provides portfolio management for IRAs and taxable accounts held at Altruist on a discretionary basis and offers non‑discretionary advisory services and 401(k) education for employer-sponsored plans held at Human Interest. The firm states it serves individual clients and small businesses and generally limits its money management to equities and options. The investment approach is value‑oriented and long‑term, using discounted cash flow, payback‑period, tangible book value and industry comparisons, together with fundamental and technical/charting analysis, to estimate intrinsic value and establish purchase and selling thresholds. Execution protocols include stop‑loss orders, minimum selling prices, and the use of options strategies (including covered and uncovered writing and spreads) as part of account-level trading. Noteworthy for a single‑advisor independent firm, the brochure describes explicit 401(k) plan services and participant education at Human Interest, a directed‑custodian model requiring use of Altruist and Human Interest (with automated fee deductions), and the capacity to block trades through the custodian—features that support plan and other institutional‑style relationships and are less common among peers. The combination of active options/derivatives use in managed accounts and an operational setup oriented to plan administration distinguishes the firm relative to many similarly sized advisers.

To learn more about the advisors currently working at Ball Investments Corporation, 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.