Balance Investments. A savvy, hard-working Charlotte area Registered Investment Advisory firm.
We listen. Our partnership revolves around you. Our client. We believe that while each of us has similar objectives: financial security, retiring in comfort and with dignity, providing for our loved ones; we also believe that each of us is unique. We listen to your unique needs and personalize your experience based on you.
We communicate. We want you to know and understand how your investments are performing; we want to talk with you about where you are on the way to achieving your financial goals; we want you to hear from us in the best way that works for you.
We act. At Balance Investments, we don’t believe in “set it and forget it”. We monitor your investments on an ongoing basis and we will act with balance and discipline to ensure that your investments continue to meet your changing needs and objectives.
President & Investment Advisor
Herman has a passion for investing and financial advice dating back to his very first investment in McDonald’s stock in his teenage years. This experience, along with the lessons learned growing up with a teacher for a mother, allowed him to successfully combine his passions for investing success and educating and advising clients into a successful investment management practice.
Prior to founding Balance Investments, Herman worked for Northern Trust Corporation in Chicago, IL to spearhead the launch and distribution of its brand of FlexShares ETFs, working to grow the assets under management to $8.8 billion within 3 short years. Before being recruited to join Northern Trust, Herman ran a successful practice as an Edward Jones Financial Advisor where he worked closely with individuals, families and businesses to manage their investments and provide quality financial advice.
Herman graduated from Wake Forest University in 2003 with a MBA from the Babcock Graduate School of Management. He is also a graduate of North Carolina A&T State University, where he achieved a BS in Chemical Engineering in 1999. He is currently underway towards achieving his Certified Financial Planner™ designation.
Having grown up in Winston-Salem, lived and worked in Miami, FL, Chicago, IL and the Charlotte metro area, Herman brings an experienced and unique perspective to his investment management practice. Herman is a passionate and lifelong athlete and outdoorsman, enjoying running marathons and kayaking the shores of Lake Norman in his personal time.
Herman Brunson, President & Investment Advisor