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About Us


We view this business as a privilege and a blessing. We get to do what we enjoy - growing investor client wealth and local businesses at the same time - and earn a living doing it. And while we watch over our clients' capital like a bear over her cubs, we keep a right perspective on the relative importance of wealth. We are not in this business for the money, prestige or social status that may come from success in the marketplace. We will be first to praise others' contributions to success and first to admit our own responsibility for missing the mark. We believe we are skilled at what we do but not better people because of it.


"Fiducia" is Latin for "confidence." We get our English words "fiducial" and "fiduciary" from this Latin root. Dictionary definitions of these related words include:

Fiducial: Having faith or trust; confident; undoubting; firm. "Fiducial reliance on the promises of God.'' -- Hammond; relating to or of the nature of a legal trust (i.e. the holding of something in trust for another). from

One, such as an agent of a principal or a company director, that stands in a special relation of trust, confidence, or responsibility in certain obligations to others.

We consider our relationships with our investor clients as the cornerstone of our business. It is that Latin root - fiducia, or CONFIDENCE - that governs how we do business with our investor clients seeking value investments and with entrepreneurs seeking value creation consulting assistance. YOUR CONFIDENCE that Balance Ventures serves you well, does the right thing (not just the easy thing), deals honestly with you and holds your interests out ahead of our own - that is the core value of this firm.

Approach to Client Work

We structure our working relationships with investor clients and consulting clients very loosely, for their benefit. We encourage written contracts because we believe it is in everyone's best interest to spell out our mutual understanding of what we will do together. However those written contracts typically give our clients the ability to terminate our relationship with short notice.

If we are not performing, we will likely bring it to a client's attention before he brings it to ours. And if we cannot offer a solution, then we will gladly step aside as his advisor. In the end, if our working relationship is not successful, then it certainly won't be any fun. And there's no good reason to continue in animosity that which began with hopeful anticipation.