Newport Investment

Balanced Asset Management is a fee based financial services firm specializing in family and small business wealth management. Our goal is to protect life savings and investments while creating opportunities to grow assets during times of economic upturns, using our Active Strategies. These investment strategies were conceived in the year 2000 after the economic downturn. We created five strategies for investors to suit various life goals: Conservative Active, Active IRA, Tax Aware Active, Active Plus and Alternative Active. We are currently licensed in 27 states including Ohio, Arizona, and Florida. We add licenses based on our clients’ needs, for instance relocation for jobs or retirement.

Brown Gibbons Lang & Company, established in 1989, is one of the leading middle-market investment banking firms in the United States. BGL offers companies a set of interrelated services, including mergers and acquisitions advisory services, debt and equity placements, financial restructuring advisory services and business valuations. It maintains relationships with a wide range of financial institutions, such as private equity sponsors, senior lenders, intermediate investors and other financial sources. Through its membership in Global M&A, BGL has access to overseas buyers and investors in various industrialized countries. This network provides the firm s clients an advantage in sourcing international buyers through leading M&A firms in most developed nations. BGL has offices in Cleveland and Chicago and has partners around the world, including Argentina, Australia, Brazil, Denmark, Germany, Hungary, India, Italy, Japan, Mexico, the Netherlands, Russia, Sweden, Switzerland, Turkey and the United Kingdom.

The Riverside Company is a global investment firm that focuses on private equity and flexible capital solutions for business owners in the middle market. Founded in 1988, it has made over 1,000 investments and manages a portfolio of more than 140 companies. The firm seeks to drive transformative growth and create long-term value for its partners and portfolio companies across various industries such as healthcare, software, education, and consumer brands. With a strong emphasis on global expansion and responsible investing, The Riverside Company offers a range of services including recapitalization, leveraged buyouts, and add-on investments. Its team of professionals is dedicated to fostering growth opportunities and providing advisory services to support business owners in achieving their strategic objectives. By partnering with Riverside, businesses can access a wealth of expertise and resources to enhance their market position and drive sustainable growth. Generated from the website content