Broker Check

Company Name - City, State

1991 Crocker Road
Suite 100
Westlake, OH 44145

Call Us: 440-925-3040

Stories from the Team

We've Moved!

Don Qualters - 

We are excited to announce that construction is complete and we have moved into our new office space...


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Safe Decisions Week

Don Qualters -

For the second year in a row, Balanced Asset Management partnered with State Farm Insurance to bring...


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We Stood Up, and Then Ran

The BAM Team -

On Sunday August 25, 2019, Fox8 held their 7th annual Fox Trot to benefit Stand Up to Cancer.  1800 runners and walkers...


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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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Newsletter Library

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


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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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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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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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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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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 who make lists everyday and...

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