Balanced Asset Strategies, Ltd., established in 2024 and headquartered in La Grange, Illinois, is a registered investment advisory firm offering personalized financial planning and investment management services. Their investment philosophy focuses on growing and protecting client assets by avoiding significant losses through highly diversified portfolios and strategic use of portfolio insurance. The firm serves clients across Illinois, Indiana, Florida, Ohio, Wisconsin, and Texas, managing approximately $121.7 million in assets for 113 clients, resulting in an advisor-to-client ratio of 1:28.