Client Portals

Right Capital

Right Capital

Link accounts directly into your financial plan for the most up to date financial plan and scenarios.

Right Capital
Black Diamond

Black Diamond

Securely upload documents and view your portfolio performance.

Black Diamond
Altruist

Altruist

View all of your Altruist accounts, track your investments, or review your documents in one place.

Altruist

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