Discover a Portfolio Design and Management Process that Makes Sense for You

With more than 60 years of investment industry experience, our family team of CERTIFIED FINANCIAL PLANNER™ professionals takes a fresh view of sophisticated wealth management. Discover meaningful strategies that help you and your family thrive. Get the kind of distinctive insight that precisely fits your financial needs – now and in the future.

You deserve a sensible process, not a product. The market is sure to suffer financial storms. Not every year will deliver positive results. That’s why Chuck, Mike and Gregg Ballou employ an investment design and management strategy that attempts to manage downside risk within the practical limits of risk.


Your financial future may not be well-served by a computer-generated asset allocation model, a polished marketing message or a shiny sales brochure. The four questions on this page are invaluable for those who seek thoughtful answers, because they open the door to understanding. They help you determine whether your investment plan makes sense for you personally.

Look to us to provide more than counsel; we give you a clear understanding of the basis and foundation of the advice you receive. Our portfolio design process creates a plan of action that’s rational and easy to understand. Get sound answers for your complex investment strategy and wealth management issues with an approach that makes sense for you, your portfolio and your financial future. Call 614-457-8171 today.



Questions about the practical limits of risk and how it impacts your portfolio.

  • Do you know your practical limit for risk?
  • Is your portfolio as return-effective as it needs to be?
  • Has your advisor discussed this dynamic with you?
  • Do you understand the design process for your investment portfolio?

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.