Thomas Balcom, CFP, CAIA, MBA of Lighthouse Point, Florida possesses over ten years of wealth management experience.  Mr. Balcom is responsible for designing investment portfolios for high net worth individuals and their families, retirement plans, charitable organizations and corporations.  He specializes in creating investment management solutions designed to accomplish the unique financial needs of each individual client. The investment methodology he utilizes is similar to that of major endowments and institutions and incorporates the use of multiple uncorrelated asset classes.  The risk/return parameters of a clients’ portfolio is improved through the use of these uncorrelated asset classes.

Mr. Balcom has been a member of the investment team at Foldes Financial Management since January 2000.  Mr. Balcom chose to work at an independent fee-only registered investment advisory firm since it allows him to objectively create portfolios for his clients without being influenced by internal mandates or commission schedules.  

In addition to working with his clients, Mr. Balcom serves as a Director on the Boards of the South Florida Financial Planning Association and the University of Miami Hurricane Club and is a member of the Gold Coast Venture Capital Association.  Tom and his wife, Gina, reside in beautiful Lighthouse Point, Florida.

Professional Accreditations

BOARD CERTIFICATION
• Certified Financial Planner   
• Chartered Alternative Investment Analyst (CAIA)      
  
  

BUSINESS DEGREE
• Bachelor of Business Administration (BBA) - University of Miami
• Master of Business Administration (MBA) - University of Miami Specialization: Investments
  
  

OTHER PROFESSIONAL EXPERIENCE
• Fidelity Investments
• Merrill Lynch
  
  

AFFILIATIONS
• Financial Planning Association
• Chartered Alternative Investment Analyst Association
• Gold Coast Venture Capital Association
  
  

OUTSIDE ACTIVITIES
• University of Miami Hurricane Club – Vice President
• South Florida Financial Planning Association - Director
• Coral Ridge Country Club – Men’s Golf Association Member