It Begins with Vision

There's a pretty good chance you already have financial goals, but when our lives become clouded with real world complexities and conflicting priorities, it's important to remember what those goals represent and why we have them. Without a clear vision for the future you want, it's all too easy to procrastinate and become frustrated.

At Balanced Investment Company, we strive to bring clarity, strategic thinking, and simplicity to the planning process, so that you can stay focused on what is important to you in life, and enjoy the experiences along the way.

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Meet Our Team of Professionals

Suresh Basnet

Suresh Basnet, MBA

Founder - Portfolio Manager - Advisor

Dr. Dave Knutson

Dr. Dave Knutson 
Ph. D., ChFC

Chartered Financial Consultant, Vice President of Strategy

Dennis Naughton

Dennis Naughton, JD

Attorney at Law, Strategic Partner

Kathryn Hagy

Kathryn Hagy

Consultant, Strategic Planning

Katy Kugler

Katy Kugler

Operations Manager / Executive Assistant

Kelli Soll

Kelli Soll, MPA

Executive Director

Meera Basnet

Meera Basnet

Consultant, Business Development

We welcome the opportunity to learn more about you and your financial life goals and objectives.

Please contact us if you have any questions or if you would like to receive our weekly Capital Markets update.

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