Arthur D. Balis, APMA® | Investment Committee Member

Arthur Balis

Investment Committee Member

Arthur brings 10+ years of financial services experience to the team, including experience with both retail and institutional clients. He’s done extensive work in economics and credit analysis.

Arthur holds a Bachelor of Science in Economics from The Ohio State University and completed graduate work at Georgetown University’s Institute for Comparative and Political Systems. He also has earned the Accredited Portfolio Management Advisor (APMA) designation from the College for Financial Planning.
Arthur’s background in economics and credit analysis provides keen insight supporting Cornerstone’s fixed-income research. His analytical skills and attention to detail make him a natural fit to manage investment portfolios for Cornerstone’s clients.

Arthur lives with his wife Juli, and two teenage sons David and Paul in the Houston area. Arthur volunteers with the Boy Scouts George Strake District as a Unit Commissioner and provides chaplaincy support in local hospitals.

Zero-Tax Strategies

Financial Planning

Investments

Insurance

Mark Byelich has been nominated and has won several awards. Mark Byelich did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for nomination of the award. The basis for each award presented on this website is provided by accessing the Internet link to the award sponsor which is available by going to the award sponsor’s icon or name shown on the web pages herein.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

Copyright ©2024 Attleboro Wealth Management

Copyright ©2024 Attleboro Wealth Management

Attleboro Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.