Balfour Capital Management

Overview

Balfour Capital Management is a small, independent RIA that focuses on discretionary portfolio management and financial planning for individuals and families. The firm emphasizes equity exposure, with exchange-traded equities identified as its primary asset class. Services include portfolio construction and ongoing management as well as selection and oversight of outside advisers when clients require specialized solutions. The firm operates as a capital allocator, which suggests it sources third-party managers where appropriate rather than relying solely on in-house strategies. Fee arrangements are flexible — the adviser uses a mix of percentage-of-AUM billing, hourly charges, fixed fees and other fee structures — allowing customization by client engagement. The firm does not position itself as an ESG-focused investor and does not report multi-state adviser status.

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Investments & Alternatives

Location & Offices