Balanstone, LLC

Balanstone, LLC provides ongoing portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. Balanstone creates an Investment Policy Statement for each client and constructs a plan to select a portfolio that matches their specific situation. Balanstone generally limits its investment advice to fixed income securities, equities, ETFs and non-U.S. securities, although Balanstone primarily recommends fundamental equity investment.