Who We Are
Balanced Investment Company is a group of individuals who have built a practice with people like you in mind. We are a team of specialists, drawing on nearly one hundred years of combined experience in areas ranging from estate planning to concentrated stock management, so that you have the right experts working for you to create value for your financial life.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention – from planning, to execution, to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Our Team of Professionals
Founder - Portfolio Manager - Advisor
Suresh is inspired by his work with people, coaching them to achieve greater contentment in their lives. Suresh provides daily insights in advisory services, portfolio management, and tax-efficient retirement strategy. Suresh was an...
Operations Manager / Executive Assistant
Katy joins the BIC team after 10+ years in the real estate industry. Her customer service skills, professionalism, and attention to detail are invaluable assets that we are sure will transition seamlessly into the BIC mode of business....
Chartered Financial Consultant, Vice President of Strategy
Since 1981, Dave has dedicated himself to helping people achieve their financial objectives. He received his BA from Cornell, his MA and PhD from the University of Kansas, and his Chartered Financial Consultant (ChFC) designation from The..
Jairo brings his professional experiences and kindness-in-action approach to building long-term client relationships. His data analysis and risk management skills stem from his over 35 years in the aerospace and...
Consultant, Business Development
Meera has been a passionate advocate and advisor for refugees and immigrants to the United States. She worked in various non-profit organizations, including BHCare, Hands Up and the New York Asian Women’s Center prior to joining...
Consultant, Strategic Planning
Kathryn loves seeing people transform and grow through their educational journey. As an experienced higher education administrator and art professor with a history of collaborative leadership, Kathryn provides insightful advice on...
Attorney at Law, Strategic Partner
Dennis Naughton brings his vast expertise in estate planning to his work with clients. Dennis is a practicing lawyer since 1970, after receiving his Juris Doctor degree (JD) from Creighton University School of Law. His further experience...
Advisory services are offered through Balanced Investment Advisors, LLC (BIA), a Registered Investment Advisor in the State of Iowa. BIA and Balanced Investment Company (BIC) are affiliated entities.