Client Events

2014 Holiday Party Success!

We were very fortunate to see so many of you this year at our Annual Holiday Party!  Great conversation, fun pictures, yummy food --- what else could we want?  Jim Fidelibus with James Brian Studios was on hand again this year taking over 100 amazing shots for partiers to take home as treasured memories.  We especially loved the ones with the crazy costuming --- you all looked marvelous!

We also continued the tradition of supporting your beloved charitable organizations with our annual raffle.  Seven winners were honored with $100 contributions to the charity of their choice.

We wish you every happiness in the new year.  Your friends at Team Ballou Plum!


First Annual
Meet the Research Team Day, October 15th

Every October we line up a knowledgeable speaker to discuss markets with you, our valued clients and colleagues.  This year, based on your feedback, we decided to have our own Ballou Plum research team present an in-house workshop discussing our intricate investment research and implementation process, followed by a lively discussion about current market conditions and trends.  Partner and Director of Portfolio Management Marilyn Plum, CIO Sid Ean and Research Assistant Rene Trujillo were on hand with an incredible presentation and a lot of time for Q & A.


Our Research Team: Rene' Trujillo, Marilyn Plum and Sid Ean         Sid explaining how we use the Bloomberg terminal

Knowing that October is so often a volatile month, we calendared and planned this event some time ago --- and what a day we picked!  It was a great pleasure to know wed have the opportunity to sit with you during unsettled markets and have a frank discussion about how we manage during uncertain times.  I guess we should be careful what we wish for, though!

The feedback we received as attendees were leaving was overwhelmingly positive.   So much so that this will become an annual Ballou Plum event, and we hope that each of you will have the opportunity to attend at least one session in the coming years.

We look forward to these meaningful engagements.  Thank you again for your business and the trust you place in us.


5th Annual Shred Party Success!!
May 3rd

Thank you for making our 5th annual Shred Party a success!  We enjoyed good food and good conversation while shredding over 100 boxes of unwanted paper. 

We hope you and your families have a wonderful summer and have something fun planned!  We truly enjoy working with you!

Your friends at Team Ballou Plum