Our Company
We understand that the requirements and ambitions of our customers differ, and we make an effort to form investment portfolios that reflect those differences. We thoroughly assess the entire range of investments and center our attention on those that we anticipate will be the most beneficial in the years to come.
Our objective is to provide expert assistance and advise in addition to tailored portfolio management processes that are supported by our own investigations.
Our primary objective is investment in high quality and high return assets in partnership with our clients, with a focus on asset diversification in order to spread their exposure. Our unrivaled access to assets and managers, that are not widely available, allow us to offer superior terms and increased market responsiveness for the benefit of our clients. These partnerships attain our goal of an Investor First model for our clientele while diversifying them beyond just a Stock and Bond portfolio.
The diversity of Balham Investment Limited’s employees is a tremendous asset. Balham Investment Limited is firmly committed to providing equal opportunity in all aspects of employment and will not tolerate any illegal discrimination or harassment of any kind.
In particular, it is Balham Investment Limited’s policy to afford equal opportunity to all qualified applicants and existing employees without regard to race, religion, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, citizenship status, genetic information, employment status, or protected veteran status or any other basis that would be in violation of any applicable ordinance or law.
Our wealth management service strikes the perfect balance between a focus on stable returns and liquid cash flow for new assets. This helps to reduce the risk of exposure to market forces and creates and maintains profitable gains for our clients. At Balham Investment Limited, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established a referral arrangement with a select few portfolio managers whereby we introduce our clients to the benefits of having a fully discretionary managed account.
Balham Investment Limited has more than 30 years of expertise.
Spread the Seed, Care for It, and See It Bloom
Our group of experts provides round-the-clock management on all of your assets at no additional cost.
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