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Company Name - City, State

1991 Crocker Road
Suite 400
Westlake, OH 44145

Call Us: 440-925-3040

Stories from the Team

Not the time for cruise control
Jeff Meissner 
We often use this story to explain how three of the strategies that we manage at Balanced Asset Management...

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Put me in coach
Jeff Meissner –

When we describe the process we use to run our Active Strategies we often compare it to the Ohio State...

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Without a wrinkle. A little about Don.
Amy Tanski 

Don joined Balanced Asset Management in February, 2018. He had known us for years because he called on us...

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The Power of the Yellow Notepad
Don Qualters 
My wife Lynn and I often joke that there are two types of people in this world. Those that make lists everyday and...

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Midwesterners Meet Hurricane Irma
Jeff Meissner 
My wife Jan and I have a home in Florida. Both of us grew up in the northern Chicago suburbs. As a couple...

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11 years and counting
Amy Tanski –

Okay full disclosure. Technically I’m a paid company spokesperson. But my endorsement counts. Because I’ve...

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The girl behind the curtain
Amy Tanski –
Jokingly, once, I was referred to as Oz. The girl behind the curtain that makes everything happen. While I cannot...

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Ups and downs
Jeff Meissner –
Many people believe that stocks and bonds go in opposite directions. They think that when stocks go down...

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Newsletter Library
The most recent to the oldest.
There's always news to talk about.

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