Ball Wealth Management LLC
HomeInvestment Management
Strategies designed to help you achieve your financial goals
Education:
Mr. Ball earned a Bachelor of Business Administration in Accounting at Kent State University in Kent, Ohio, and a Juris Doctorate from the Cleveland-Marshall College of Law, Cleveland State University in Cleveland, Ohio.
Professional Licenses and Designations:
Mr. Ball has been admitted to practice law in Ohio (1984) and in the District of Columbia (2004.) The Supreme Court of Ohio requires its attorneys to attend Continuing Education courses (40 hours per a two year registration period.)
Mr. Ball has been a holder of the CFA designation since 1983. The Chartered Financial Analyst (CFA) designation is issued by the
CFA Institute. Candidates for the designation must have either: an undergraduate degree and four years of professional experience
involving investment decision-making, or four years of qualified work experience. There are three course exams that must be passed
consecutively and each course level is a self-study program involving up to 250 hours of study time.
Mr. Ball‘s Certified Pubic Accountant (CPA) designation earned in 1976 from the Accountancy Board in Ohio is inactive.
About Ball Wealth Management LLC
Since 2005, BWM’s investment advisory service provides continuous investment advice for Clients on the basis of the individual needs of each Client, taking into consideration the nature and amount of other assets and investments, the nature and extent of the personal and family obligations of each individual Client, and the special requirements of each institutional Client.
BWM will work with a Client to determine the Client's investment objectives and investor risk profile and will design a written investment policy statement for each Client.
BWM uses proprietary investment and portfolio allocation software to evaluate alternative portfolio designs. BWM evaluates the Client's existing investments with respect to the Client's investment policy statement. BWM works with new Clients to develop a plan to transition from the Client's existing portfolio to the desired portfolio. Then BWM continuously monitors the Client's portfolio holdings and the overall asset allocation strategy and conducts reviews with the Client regarding the account as necessary.
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Committed to helping clients achieve their investing goals
Julian Ball, CFA, JD, CPA
Over the past 30 years Julian Ball CFA, has worked in investment management. 15 of those years were with Duff & Phelps Investment Management Co., an investment firm managing mutual funds for Duff & Phelps and Thrivent Financial for Lutherans, and investing portfolios for institutional investors and private clients. While at Duff & Phelps, Julian Ball was a co-manager for the Duff & Phelps Select Income Fund (DNP) and The Thrivent Large Cap Stock Fund (AALGX).
In 1995 he helped establish the Gradison Growth and Income Fund for McDonald & Company. During his tenure with the fund as Senior Vice President – Portfolio Manager, he earned a 4-star rating from Morningstar, adhering to a risk adverse value approach using quality income oriented stocks, an investment strategy still used today for BWM clients.
As a Trust Officer for the McDonald Trust Co in Cleveland and Riggs National Bank in Washington DC, he assisted trustees in reducing their portfolios’ risk profiles, increasing income flow, and the reduction of concentrated positions. Prior to becoming an investment professional Julian Ball served as an internal auditor for National City Bank of Cleveland and spent several years employed as a Certified Public Accountant.
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