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.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Alternative investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.