Balfour Hamilton LP was founded with the goal of assisting our clients in every aspect of their wealth & real estate ventures. We're an investment & development consulting firm committed to providing personal and professional services. Our professionals understand the complexity of the financial & real estate world and know that sustainable financial success requires more careful attention than quick-fixes and cookie-cutter solutions. That is why we focus on nurturing long-term relationships with individuals, companies, and families who value our truly term oriented, comprehensive approach to investments, development, & financial planning.
The mission of Balfour Hamilton is to provide wealth independence for individuals, companies, and families by advising them with common sense, tax efficient and potentially reduced risk-controlled approaches to wealth & asset accumulation, management and preservation in a personalized and cost-effective manner.
Balfour Management LP applies a strategic wealth & asset allocation approach. Fundamental percentage allocation decisions are made with a knowledgeable perspective of math, history, and just good old common sense.
BH takes a comprehensive approach to financial & development advising. Every client is handled individually and each portfolio is custom designed to the client. We believe, our level of personalization allows us to determine potential investment opportunities and to make decisions that are the most suitable and appropriate to each unique client situation.
BH strives to bring order and rationality to our client’s financial affairs. We provide experience and perspective needed to link a client’s financial needs with their financial objectives. Coordination is important and we believe, we can be relied upon to smoothly integrate the work of your other tax, legal, and business advisors.
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Balfour Hamilton LP
1732 Connecticut Avenue Northwest, Suite 400, Washington, District of Columbia 20009, United States
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Balfour Hamilton LP to provide information on a topic that may be of interest. Balfour Hamilton LP is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
WEAlth Management services provided by our partner, Sovereign Wealth Management, LLC.
Sovereign Wealth Management, LLC is a registered investment adviser located in Virginia. Sovereign Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
All Financial Consultants at Balfour Hamilton LP are Registered Representatives with, Securities and Advisory services, a Registered Investment Advisor, Member FINRA & SIPC.
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