Our investment management services help our clients to put practical plans into place today for pursuing tomorrow’s dreams. It’s about delivering financial confidence about the future, knowing that your investment goal – whether it’s retirement or paying for your kid’s college fees – is in the best possible hands.
To achieve this, we work hard to understand our client’s unique needs, objectives, and attitudes to risk. Only once this has been achieved can we create and execute a focused and practical investment plan to help our clients work towards their unique goals.
We use a wide range of strategies that seeks to conserve and grow our client’s wealth while maintaining an acceptable level of volatility. Our services and competencies include:
Your investments should support your goals, not distract you from them. Our Discretionary Portfolio Management enables our clients to pursue their investment goals while we take care the details.
By optimizing your asset allocation, we support your investment goals and manage your volatility.
We use effective diversification strategies to ensure you are not overexposed to any one company, industry, geo-location, or asset class.
We work with you to establish your attitude to risk and to create an investment strategy that aligns with it.
Managing Investment Tax Consequences – It’s not what you make that matters: it’s what you keep. We help you assess your tax liabilities as we work with you to reduce your tax burden.
Our team will take a deep dive into your investments to help you reduce the taxes you pay on your assets.
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 or Business 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.
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