About Us

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.