Bastion Balance Services

Growing My Wealth

Your Bastion Balance advisor, in collaboration with you, will establish an investment plan based on your personal goals, risk tolerance and timeline.

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Preserving My Wealth

You work hard for your achievements. We have the expertise and the resources to ensure you are prepared for life’s “what ifs?”

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Retirement Planning

We help you to envision your ideal retirement lifestyle, and develop a specific plan to turn those dreams into reality.

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Providing For Family

Support your children’s education and look after aging family members without sacrificing your standard of living or future needs.

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Estate Planning

Comprehensive planning ensures you can provide for the financial security and emotional well-being of your loved ones and beneficiaries.

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Business Management

Your Bastion Balance Advisor can provide you with access to professionals with the expertise to help with your planning needs.

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Bastion Balance – FAQ

Do you provide discretionary account management services?

Yes. Discretionary accounts are available to clients with minimum US$500,000 assets under management, or family accounts combined to US$1,000,000.

How do I pay for your services? How are you compensated?

Regular portfolios are commission based. Discretionary accounts are fee-based. Non-discretionary accounts in excess of US$500,000 have the option to choose.

Are my investment returns guaranteed?

No. We mark long-term progress against historical results, and do regular reviews to ensure investment goals are consistent with your life, and investments are meeting your needs.

What services do you provide?

We provide holistic wealth management. This can include financial planning, portfolio management, retirement and estate planning, and tax sheltering strategies.

How would you describe a typical Bastion Balance client?

We welcome everybody. Individuals, families and organizations. Our advisors work with clients across a broad wealth spectrum.

how can we help you?

Contact us at Bastion Balance head office or submit your inquiry online. Our staff will be happy to assist you.

We thought a lot before choosing Bastion Balance because we wanted to be sure our investments would yield returns. Service and results both excellent.

C. Keller – Zurich
Business Owner, Import-Export Trading Company

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