Balfour Capital Management

Balfour Capital Management provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates and business entities, and the firm’s brochure also identifies pensions and corporations among its client types. Offerings include comprehensive and limited personal financial planning, a dedicated business wealth consulting service for closely held companies, and discretionary and non‑discretionary portfolio management.

The firm’s investment process blends fundamental, technical and cyclical analysis to build diversified portfolios that typically emphasize low‑cost mutual funds and ETFs while also employing REITs, individual securities, bonds and options when appropriate. BCM describes a generally long‑term orientation with tactical rebalancing, ongoing due diligence, regular account reviews, and the use of unaffiliated independent managers when a client’s objectives warrant.

Distinctive aspects noted in the brochure include the explicit business‑focused consulting program that addresses cash flow, tax and benefit plan analysis, succession planning and retirement‑plan matters—services that align the firm with corporate and pension clients more often than many peers its size. The firm reports roughly $6.8 million in assets under management, reflecting a relatively small, consultative practice that may use external managers for specialized mandates.