Investment Management - Avon, Colorado, United States
At Ballenger Asset Management & Research, we seek to relieve the busy investor from the daily hassle of investment research and due diligence. Our company believes life should be balanced among its pleasures. It is our pleasure to take on the investment responsibility for our clients so they can focus on what matters most to them.The company provides financial consulting to business owners, endowments/not-for-profits, and individual investors. The company primarily focuses on those who are building and maintaining their wealth, and who need guidance with proper financial solutions. The services include investment goal planning/implementation, business retirement plans, education meetings, portfolio reviews, consulting and valuation review for various types of investments, and publication of the Ballenger Report.