Balopole Investment Management Corp. (BIMC) is a small firm dedicated to providing high quality personal service.  At BIMC we carefully consult with each client to determine his or her overall financial condition, needs and objectives. After such consultation, we construct an investment portfolio that is uniquely suited to meet that client’s particular needs.

We build positions strategically based upon current valuations and long-term prospects. Our research and portfolio management staff actively manage and continuously monitor the market and investment portfolios, and make adjustments to reflect changing conditions or valuations.

We also offer referrals to highly qualified, independent and unaffiliated professionals in the areas of tax planning and estate planning. We do not accept referral fees from anyone in return for referring a client. We also welcome the opportunity to work with any tax advisor, estate attorney or other professional that you may have previously engaged.

Our clients range in age from 35 year old technology multi-millionaires to elderly retirees.

 

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