Long-Term Advisory

How high is your portfolio turnover? 

Performance

What is your portfolio performance compared to the market and the advisorys’ average?

Diversification

How much is your portfolio composed of market indexed funds? Is it well-modulated? 

Appearance and Contents

Pricing of appearance or pricing of contents? 

What to Ask

Do you know what to ask an investment advisory?

Investment Expertise

How experienced is your advisor in analyzing bottom-up and developing ideas?   

Multi-Advisory

Have you heard about an investment second opinion and multi-advisors? 

Value-Added

Getting different value-added from an ordinary guidance everyone knows? 

About Us

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

We offer specialized growth oriented equity portfolio, which provides a strong diversification as a complementary portfolio. 

Balanstone was founded by Shawn Ishiguro, who is an investment expert with significant experience in active and bottom-up global equities for over twenty years. Built extensive global investment experience at small boutique focused fundamental team, where he led the team as a principal and contributed portfolio return significantly and consistently through stock selection. 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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