Client Portals

Black Diamond

Primary resource for viewing performance reports and receiving account information.

Black Diamond

Right Capital

Primary resource to update your financial plan information.

Right Capital

Altruist

Access to the custodian to view accounts, transfer funds, and obtain tax information.

Altruist

Advisory services offered through Balanced Investment Advisors, LLC, a Registered Investment Advisor in the state of Iowa. BIA and Balanced Investment Company (BIC) are affiliated entities.