Prospective Clients


We can apply a quantitative approach to test economic and market scenarios that may help you make more prudent investment and financial decisions.


Let’s start here. Click the link and review several stress tests. This initial review will help to discuss your investment concerns with your Advisor.

Begin by telling us a little about yourself.

Our introductory process is limited in the information we ask.  It is designed to get us to a point where we can help you evaluate how your portfolio would perform under certain conditions, and to create a dialogue to help you evaluate a working relationship with us. During the client onboarding process, your Advisor will conduct a more thorough analysis.

Step 3

Register And Create Your Portal

Register and create your secure

From within the portal, you will be able to track performance, holdings, balances, and cash flows for your held away, and Balboa managed accounts.

Our portal is designed for both individual family members and their authorized advisors. You can easily set-up complex wealth structures and invite next-generation family members to view and interact with their specific interests.

Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments.

We encrypt your data with the AES-256 encryption standard and store it at industry-leading data centers that are fully SOC1/SOC2/SOC3 TypeII certified.

You can link your outside accounts through the “Insights” page once you register by clicking the button “Add Accounts.”

Review your current portfolio:

Stress Testing is about assessing the potential impact of economic scenarios (e.g. oil, crash, inflation, etc) on your portfolio and other investments. in a portfolio stress test, we construct “what-if” scenarios based on real-life macroeconomic uncertainties and measure their potential impact on your portfolio. Portfolio stress testing is not about predicting the future, but about identifying and adjusting for downside risks.

Register here:

Begin the process by registering in our prospect portal.

We’ll get to know some preliminary things about your current situation.

Once you register and link your accounts, you will be able to create customizable balance sheet views allow us to highlight and address focus areas of your financial situations.

Balboa Wealth Platform:

Implement investment strategies using institutional separate account managers.

Blend ETF, Fixed income, and mutual funds in the same account as your managed strategies.

Report, monitor and analyze hedge fund, private equity, and real estate within the same report portal.