Steven Harms's Contact Details

Steven Harms's Company Details

Ballast Capital Advisors LLC

West Des Moines, IA, US • 5 - 9 Employees
Financial Services

Security. Stability. And Innovative Investment Strategies. It means more wind in your financial sails.Backed by the essential fundamentals of capital planning, our investment strategies and flat-fee pricing aim to provide more wind in your sails and a smoother journey toward your long-range financial future.Your journey to anywhere begins here-with a financial course that focuses on your short and long-term destinations. Our experienced planning advisors are interested in where you're going, not only as an investor, but as an individual, couple, family or organization. And we want to understand your life goals, tolerance to risk, liquidity needs, tax liability and financial responsibilities. Our advisory team will map out this process, step-by-step. It's a holistic approach that includes a network of specialists.If there's one thing that truly sets Ballast Capital Advisors apart from all others, it's our approach to investing. The strategies will vary, based on every client's situation, but one constant is our mindset regarding investment methods and instruments. Unlike most other advisory firms, our investment team won't put together a group of retail investments, drop in your funds and let the market steer the course. Instead, we'll design your portfolio using the same principles that large insurance companies and pension portfolios are built upon...what's often referred to as institutional investing. Similar to how traditional pension funds of the past were managed, we'll establish an investment strategy that aims to balance your existing assets and contributions with your future cash flow and retirement liabilities. We like to call this "functional investing," because every part of the portfolio supports the function of your plan.Ballast Capital Advisors, LLC is a Registered Investment Adviser with its principal place of business in the State of Iowa. Follow us on Twitter!https://twitter.com/BallastAdvisorsFollow us on Facebook! https://www.facebook.com/BallastCapitalAdvisors/?ref=bookmarks