Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Any specific strategy or market/economic commentary may or may not be appropriate for your individual situation, may not have discussed all material implications of implementing said strategy, and may be reliant on data provided by outside resources. Prior to implementing any strategy or investment decision discussed in a Ballast commentary, please consult with the appropriate professionals to confirm thoroughness of the strategy presented and the appropriateness of said strategy for your individual situation.
This testimonial is from a client of Ballast, Inc. Clients are not compensated for sharing their opinions and experiences with our firm. Any compensation creates a conflict of interest and any client’s comments may not be representative of any other person’s experience with the firm.
Ballast, Inc. (“Ballast”) was recognized in the Chambers High Net Worth Guide for the calendar years 2023, 2024, and 2025. The recognition referenced here is based on research conducted by Chambers and Partners and reflects rankings published as of June 2025 for the 2025 calendar year.
Chambers and Partners is an independent research company that evaluates firms through client feedback, industry interviews, and editorial research. Ballast did not pay a fee to be considered for or receive this ranking.
Advisory services are provided by Ballast, Inc. (“Ballast”). Ballast is registered with the U.S. Securities and Exchange Commission (“SEC”) and only transacts business in the United States in states where it is properly notice filed or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability.
