Investment Management
Our clients receive sensible, effective advice, along with a firm commitment to collaborate with other professional advisors. We offer clients open architecture, with a full array of wealth management and investment advisory services.
A scenario is a representation of a macro-economic or geopolitical event which has the potential to impact investment returns. We can design custom scenarios that reflect individual investor concerns, or apply our broad catalog of risk scenarios to a portfolio to identify risk factors.
THE BALBOA ALLOCATOR
Our stress test scenarios can be used with a wide range of asset classes including stocks, bonds, ETFs, mutual funds, closed-end funds, options, separately managed accounts, hedge funds, and non-traded REITs. Balboa blends internally managed strategies with rigorously-selected third party managers, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of customized investment strategies.
COMBINED WORK EXPERIENCE
FOUNDED IN
IN TWO STATES
CLIENT FOCUSED