Julie Cooling from RIA Channel, interviews Heather Locus, Owner and Wealth Manager of Balasa Dinverno Foltz (BDF). Cooling and Locus discuss the firm’s focus on family office services, working with corporate clients.
Balasa Dinverno Foltz is ranked 54th on the
2015 Forbes Top 100 Wealth Manager list with more than $3.2 billion in assets under management. Locus describes her firm’s mission of helping clients make sound investment decisions. Her team of CFAs and CPAs work together to provide customized experiences for each family member or individual investor.
