COMPANY OVERVIEW

Bastion Balance is a global wealth management powerhouse. We started the company a few decades ago and have steadily grown thanks to the confidence we’re earned from our clients. From humble beginnings, with a small office and just a few people, we have established an international reputation in the financial community with a diverse clientele spanning multiple countries.

Our clients’ success is our success. Working now with second and even third generations of clients, we strive daily to improve the financial security and quality of life of those who have entrusted us with their portfolios. We work hard every day to assure your financial security.

Our Mission

Bastion Balance is committed to every client and every employee. People are our greatest asset.

  • Above all else, protect client assets.
  • Treat every client and staff member with dignity and respect.
  • Generate above average, risk-adjusted returns.
  • Leverage technology to improve communication and trade execution.
  • Secure access to higher-return investments like IPOs and private placements.
  • Provide employees with an equal opportunity meritocracy.

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.

Bastion Balance continues to expand globally, thanks to the trust and confidence of our clients. We manage wealth for private clients, families, trusts, foundations and companies.

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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