Wealth, held steady for the people it belongs to.
Ballast is a private wealth practice serving a small number of families and institutions. Independent, fee-only, and accountable to no one but you.
EST. 1931 — NEW YORK
Three generations of quiet counsel
We manage capital the way it was accumulated: patiently, deliberately, and with an aversion to noise. Most of our families have been with us for decades; several are on their third generation of the same phone number.
What we do
WHAT WE BELIEVE
Markets reward patience and punish certainty
Our principles were shaped across three market generations. They fit on one page, and we will show you that page before we ever discuss your money.
We take on a handful of new relationships a year
An introduction is a conversation, not a pitch. It usually lasts an hour and ends with reading material either way.