A clear overview of what Balance Asset Management offers, how clients engage with us, and what to expect throughout the process — from first visit to ongoing communication.
Balance Asset Management focuses exclusively on financial education. We help individual investors build a solid understanding of market fundamentals so they can make more informed decisions — on their own terms, with no sales pressure.
Our flagship resource — a structured, evidence-based checklist covering the core principles every investor should understand before building or adjusting a portfolio.
Subscribers receive periodic educational emails covering market principles, investing frameworks, and financial literacy topics — based on the same evidence-based approach as our checklist.
Subscribers who provide express written consent may also receive brief SMS communications with educational highlights or important updates.
Important: Balance Asset Management does not provide personalized investment advice, manage client funds, or execute trades on behalf of clients. Our services are strictly educational. See our Regulatory Disclosures and General Disclaimer for full details.
Engaging with Balance Asset Management is simple and transparent. Here is exactly what happens when you sign up, what you receive, and how we communicate with you.
On our home page, you'll find a sign-up form that asks for your first name, email address, and optionally your mobile number (for SMS updates, if desired). You'll also see a clearly labeled SMS consent checkbox — checking it is entirely optional and is not required to receive the free checklist.
No credit card or payment requiredAfter submitting the form, you will receive a confirmation email to the address you provided. Clicking the confirmation link verifies your subscription and ensures your email address is accurate. This step protects you from unwanted subscription by third parties.
Once confirmed, the Market Basics Checklist is delivered directly to your inbox — typically within a few minutes. There is no paywall, no trial period, and no hidden step. The checklist is sent as a PDF attachment or a download link, depending on the format at the time of delivery.
Delivered promptly after confirmationFollowing delivery of the checklist, you will periodically receive educational email content from Balance Asset Management. These emails cover investing principles, market fundamentals, and financial literacy topics. Every email includes an easy unsubscribe link — you can opt out at any time with no questions asked.
If you opted in to SMS at the time of sign-up, you may also receive occasional SMS updates. You can reply STOP at any time to unsubscribe from SMS messages.
You are always in control. To stop receiving emails, use the unsubscribe link at the bottom of any email we send. To stop SMS messages, reply STOP to any text. To update your information or make a specific request about your data, contact us at contact@balanceassetmanagement.com.
Your data is never sold, rented, or shared with third parties for their own marketing use. See our Privacy Policy for complete details.
The entire onboarding process takes less than two minutes. There are no barriers, no fees, and no commitments.
Enter your name, email, and optionally mobile number on our home page.
Click the link in your confirmation email to verify your subscription.
Your free Market Basics Checklist arrives in your inbox immediately.
Receive periodic educational content to deepen your financial understanding.
Answers to the most common questions about how our service works, what you receive, and how we handle your data and communications.
The Market Basics Checklist is a structured, evidence-based educational guide covering fundamental investing concepts: asset allocation, risk management, diversification, time horizon considerations, and common investor mistakes to avoid.
It is designed to give new and experienced investors a clear, organized framework for evaluating their financial knowledge — not a personalized investment plan. It is free of charge and delivered digitally to your email inbox.
No. The Market Basics Checklist and all educational email content are completely free. There is no charge, no trial period, and no payment method required to sign up or receive the checklist.
No. Your phone number is optional. Providing it and checking the SMS consent checkbox enrolls you in optional SMS educational updates. If you choose not to provide a phone number or not to check the SMS consent box, you will still receive the checklist and email communications.
Consent to SMS is not a condition of receiving any service or resource.
Email frequency varies and is focused on providing valuable educational content. You can generally expect to hear from us periodically — typically a few times per month — with content that is relevant to financial literacy and investing fundamentals.
SMS message frequency also varies. All messages are educational in nature. We do not send daily promotional blasts. Standard message and data rates may apply.
To unsubscribe from email: click the "Unsubscribe" link at the bottom of any email we send. Your request will be processed within 10 business days in accordance with the CAN-SPAM Act.
To unsubscribe from SMS: reply STOP, QUIT, END, CANCEL, or UNSUBSCRIBE to any text message from us. You will receive a confirmation message and no further SMS messages will be sent.
You can also contact us directly at contact@balanceassetmanagement.com to manage any communication preference.
No. Balance Asset Management does not sell, rent, share, or otherwise disclose your personal information — including your email address, phone number, or SMS opt-in data — to any third parties for their own marketing use.
We may use service providers to help deliver emails or manage SMS communications, but these providers act as processors on our behalf and are contractually prohibited from using your data for any other purpose. For full details, see our Privacy Policy.
No. Balance Asset Management (operated by Balanced Trading LLC) is a financial education publisher — not a registered investment advisor, broker-dealer, or licensed financial planner. We do not provide personalized investment advice, manage client funds, or execute securities transactions.
All content we produce is strictly educational and general in nature. We strongly recommend consulting with a qualified, licensed financial professional before making any investment decisions. See our Regulatory Disclosures and General Disclaimer for the full picture.
When you submit our sign-up form, we collect your first name, email address, and (if provided) your mobile phone number. We also collect standard technical data such as your IP address and browser type via analytics, in line with common web practices.
We use this information only to deliver the checklist, send educational communications, and improve our service. We do not collect sensitive financial data. For full details, see our Privacy Policy.
You can reach us at any time by emailing contact@balanceassetmanagement.com. We aim to respond to all inquiries within 1 business day (Monday–Friday, 9am–5pm PT).
You may also write to us at:
Balanced Trading LLC dba Balance Asset Management
691 S. Milpitas Blvd, Suite 212
Milpitas, CA 95035
We take TCPA compliance very seriously. If you believe you received a text message from us in error, please reply STOP to opt out immediately, and contact us at contact@balanceassetmanagement.com with details so we can investigate.
We maintain records of all consent obtained through our sign-up forms. We will review the matter and respond promptly.
Yes. You have the right to request deletion of your personal data at any time. Simply email contact@balanceassetmanagement.com with the subject line "Data Deletion Request" and include the email address or phone number you used to sign up.
We will process your request in accordance with applicable law (including CCPA/CPRA for California residents) and confirm deletion within the required timeframe. See our Privacy Policy for your full rights.
Access your free Market Basics Checklist today — no cost, no commitment, and no financial jargon. Just clear, evidence-based investing fundamentals.
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