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Thomas L. Balis, APMA®, CMFC®

Investment Manager


thomas balis

Thomas joined the HFA team in 2015. His primary responsibilities include the daily management and monitoring of client accounts to ensure proper asset allocation. He helps to provide value added investment solutions to better serve our clients.

Thomas oversees the Investment department to construct and rebalance client portfolios; evaluate holdings, and prepare proposals with investment recommendations.  He helps to monitor client allocation variances and adjust holdings as necessary.  He completes investment policy statements to achieve clients’ investment goals.  He also develops and maintains HFA’s investment models by researching individual investment statistical data, evaluating risk and making recommendations to the investment committee.

Thomas’s professional experience includes positions at JPMorgan Chase and H&R Block. He holds a Bachelor’s degree in Business Administration from Ohio State University. Thomas and his wife, Heather, reside in Chester Springs with their daughters Chloe and Zoe.

Successful investing professionals are disciplined and consistent and they think a great deal about what they do and how they do it.
Benjamin Graham


Investments

August 31, 2017 / Thomas Balis

A Bit About Bitcoin – Your Questions Answered

Recently, one of our financial planners mentioned that he’d had several client inquiries about Bitcoin.  Indeed, there are few topics that have garnered more attention from the financial community in […]

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Investments

January 20, 2017 / Thomas Balis

What does ESG investing mean?

A client recently asked me, “What kind of socially responsible investment choices does HFA make available for clients?”  My initial response was something like, “What does socially responsible investing mean […]

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