A complete list of active advisors currently associated with Ballast, Inc.

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

Ballast serves a mix of individual and high-net-worth clients as well as corporate and retirement-plan sponsors, managing roughly $751 million through a team of eight advisors. In addition to discretionary investment management and financial planning, the firm provides pension and retirement consulting, participant services for 401(k)/403(b)/457(b) plans, and advice on 529 plans. The firm constructs customized portfolios using mutual funds, ETFs, individual securities, options, and, for suitable accredited investors, alternative investments such as REITs and private partnerships, generally with a long-term orientation while allowing tactical reallocation as market conditions warrant. Ballast also provides plan-level fiduciary services (including 3(21) investment manager support), benchmarking and plan design reviews, and in select cases leverages third-party order management (FeeX) and third-party managed-account platforms to implement client strategies. What is distinctive about Ballast relative to many peers is its institutional footprint: it advises pension plans and state or municipal government clients and performs benchmarking and retirement-plan administration reviews, roles held by only a small share of similar team firms. The firm also discloses the use of endorsements and client testimonials in its advertising and maintains established participant servicing relationships with custodians such as TIAA-CREF and Fidelity, with negotiated arrangements (including fee caps) for certain institutional clients.

To learn more about the advisors currently working at Ballast, Inc., 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.