Yes. Discretionary accounts are available to clients with minimum US$500,000 assets under management, or family accounts combined to US$1,000,000.
Regular portfolios are commission based. Discretionary accounts are fee-based. Non-discretionary accounts in excess of US$500,000 have the option to choose.
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.
We provide holistic wealth management. This can include financial planning, portfolio management, retirement and estate planning, and tax sheltering strategies.
We welcome everybody. Individuals, families and organizations. Our advisors work with clients across a broad wealth spectrum.
Opening an account starts by speaking with your Investment Advisor and completing a New Account form.
An Initial Public Offering is when a private firm first sells shares to the public. Investing in IPOs can deliver attractive returns.
We work with clients from all over the world. We leverage technology to ensure seamless communication.
Our wealth management team has a broad mandate to select assets with attractive returns. We take a global approach to find risk appropriate opportunities.
Stock represents shares of ownership in a company. The company can be privately held or publicly traded on a stock market.
Diversification is the process of spreading your assets around to minimize risk and maximize growth and stability in your portfolio.
Fundamental analysis determines the value of a share in a company. It examines a company’s financial health relative to its share price.
HOW CAN WE
Contact us at Bastion Balance or submit an inquiry online. Our team will be happy to assist you.