an index fund based investment advisory firm 

       

Principal:  Bruce Feldman          
 

Balance Sheet Financial Services (BSFS) provides investment management services utilizing the core principles discussed at the Index Fund Educator (IFE) web site. These include the use of low-cost index funds and proper asset allocation in the investment management process. Bruce Feldman, the founder of the Index Fund Educator, is also the principal investment advisor for Balance Sheet Financial Services.

Mr. Feldman has been a financial educator and registered investment advisor for more than 20 years. More information about Mr. Feldman can be found at About Us at the IFE web site.

If you wish to explore the advisory services of Balance Sheet Financial Services, please contact Bruce Feldman at the email link below and provide your state of residence. We will then outline the steps, procedures and costs.

Securities Compliance Notice

Balance Sheet Financial Services provides investment advisory services in compliance with securities regulations. As such, Balance Sheet Financial Services will not contract to provide investment advisory services in any state unless it is either 1) registered there or 2) qualified for an exemption or exclusion from registration there.