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.
344
Hours of Work
March 2015
Construction Date
820ft
Surface Area
44.000$
Budget
Balboa Wealth Partners
Newport Beach, CA Office
140 Newport Center Drive, Ste. 200
Newport Beach, CA 92660
Scottsdale, AZ Office
6263 N. Scottsdale Road, Ste. 265
Scottsdale, AZ 85250
Disclosures
Balboa Wealth Partners, LLC is an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Balboa Wealth Partners, and its representatives are properly licensed or exempt from licensure.
