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Balanced Asset Strategies

120 S. LaSalle Street
Suite 1940
Chicago , IL 60603
Phone:
  • +1 (312) 759-5170
Fax:
  • +1 (312) 759-5173

Contact Us

Please feel free to contact us with any questions.

Contact Us

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                         A Registered Investment Advisor

At Balanced Asset Strategies, your interests always come first.  As an independent Registered Investment Advisor, we are free from conflicts of interest and work for you.  Together we will create a financial plan and build an investment strategy implementing both your personal and economic objectives.  What is most important to you?  How do we get there? 

 

Our investment philosophy is growing and protecting your investments by avoiding catastrophic losses through a highly diversified portfolio and the tactical use of portfolio insurance. While you cannot manage market returns, you can manage your risk and exposure.

 

We have the necessary experience to navigate through all types of market conditions and more importantly to facilitate meaningful progress toward both your life style and financial goals.

      

 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck