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 is a single-advisor independent registered investment adviser that provides discretionary portfolio management and investment advice primarily to individual investors and small businesses, with management generally focused on equities and options. The firm performs ongoing portfolio management and charges asset-based fees, and it does not participate in wrap-fee programs. The firm’s investment approach is value-oriented and event-driven, seeking equity securities that appear materially underpriced using discounted cash flow, payback-period, tangible book value and industry-comparison analyses; portfolios are managed with a long-term perspective and cash may be held until suitable opportunities present themselves. Implementation includes explicit buy/sell discipline—maximum purchase prices, a stated minimum selling target (the brochure cites a 20% premium above intrinsic value), stop-loss orders—and a mix of long- and short-term trading along with options writing. Notable differences from many solo independent advisers include the documented use of derivatives and options strategies (including uncovered options and spreading strategies) within client accounts, and a policy that requires clients to use a designated custodian for execution and custody, which the firm acknowledges can affect execution and reporting. The firm also maintains limited custody only through fee-deduction authority and emphasizes internal procedures for fee invoicing and quarterly portfolio appraisals.

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.