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
Fiduciary: 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
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
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.