Our approach
Bastion Balance approaches each client’s portfolio as if it were our own. We believe a wealth management firm should do more than sell financial assets. Our advisors put themselves in your shoes and listen carefully in order to align your personal investment plan with your objectives. Our team then collaborates in order to achieve the full potential of your portfolio. Building wealth and building relationships works hand in hand.
All clients require a unique approach in order to achieve optimal results. Bastion Balance Investment Advisors work by applying the knowledge and experience of the entire firm in order to maximize growth appropriate to your personal objectives. Traders, Research Analysts, Advisors and Customer Service Associates all work in tandem to ensure your needs are met. This comprehensive approach ensures that you achieve the best possible results through all the cycles of the market and the stages of your life.
Global Perspective
At Bastion Balance, we believe the world is your oyster. We scour the globe to find the best investment opportunities for clients.
Market Expertise
Our team is comprised of professionals with extensive experience from the full spectrum of the financial, wealth management and offshore banking industries.
Operational Efficiencies
Keeping our costs down ultimately keeps your costs down. Making every dollar count means higher returns for clients’ portfolios.
Preserving and Protecting Wealth
We establish a secure framework within which to ensure your needs for growth, income and liquidity are met while minimizing risk.
Innovative Thinking
As a privately-owned company, we enjoy the freedom to recommend the best investments for our clients, with no conflicts of interest.
Retirement Planning
Bastion Balance is by your side as you move through the stages of your life. Our advisors ensure that your investments reflect your evolving priorities.
