Long-Term Advisory

Investment is a very long marathon. Lots of constant bumps and potholes, and its goal far away. Why is it important to have the right advisory for financial asset management? 

Performance

What has been your actual portfolio performance?

Diversification

Is your portfolio exclusively composed of market indexed funds? 

Investment Expertise

How experienced is your advisor in finding great investment ideas from the detailed fundamental bottom-up?

Value-Added

How extensively is your advisor focusing on delivering the return of investment to your asset?

About Us

BALANSTONE is a specialized investment advisor and an expert in fundamental and long-term growth stocks.

We offer specialized growth-oriented equity portfolios, which provide a strong diversification as a complementary portfolio.

Balanstone was founded by Ichiro Shawn Ishiguro,  CFA, an investment expert with significant experience in active and bottom-up global equities for over twenty years at UBS Brinson, FORTIS, BNP, and Hermes Investments. Built extensive global institutional investment experience at a focused fundamental investment team in Boston that managed the most prominent UK pension fund. He led the team as a principal and contributed portfolio return significantly and consistently through stock selection. In addition, he has successful experiences of starting a new strategy and developing a team with his original approach that is thought through extensively. Balanstone is built on these accomplishments.

Difference

We focus on selecting equities from global through our original research on the growth of intrinsic value.

 

History

History is the path we will create in the future. In the past we have built a strong foundation.

 

Articles

What research has BALANSTONE done to generate a strong portfolio return consistently? Articles of now and then that tell what we have seen and done, from the big picture to the in-depth company analysis.

 

Portfolio

The latest portfolio performance results and portfolio characteristics.

 

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