Investment Management Services

Investment management services are provided by BLB&B Advisors, LLC, an SEC registered investment advisor. Clients come to us to manage their investments because they appreciate and value our investment philosophy which in turn helps their assets develop and grow. We provide you with a tailored plan that incorporates your personal goals and considers your risk tolerance profile given your age and investment objectives. At the same time, we consider your overall financial picture, including tax considerations for you and your family.

We also provide assistance with, and advice on, many other aspects of a client's financial situation. We work closely with our clients as they hit major life milestones always keeping track of each client's plan. We look at the whole picture and plan for the future, and even the next generation, not just one move at a time. Our goal is to protect and grow your investment portfolio so that it helps you accomplish your personal financial goals and aspirations.

Our managed account clients receive quarterly statements and our quarterly newsletter, The Advisor, as well as comprehensive tax reporting at year-end.

For our institutional clients, including non-profit organizations, we provide significant, in-depth performance reporting and analysis, work with your payroll staff when needed, help you establish investing guidelines, and attend your investment committee meetings.