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- Custodian
- Morgan Stanley · Principal · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-21-2017
- Office Locations
- 1
Office Locations
About Balfour Capital Management
Balfour Capital Management is a Rochester, NY RIA delivering ETF-based model portfolios focused on ESG/SRI, smart beta/factor exposures, and customized tax-managed strategies. Portfolios can be screened to client values (e.g., religious, social, environmental) and are implemented with a value-oriented security selection approach. Targets retail investors including business owners and entrepreneurs, with onboarding available via Folio Institutional and TradingFront.
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Owner & Executives
ZIAD S WEHBE
Chief Compliance Officer, Managing Director
- CRD
- #5773742
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,796,144 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,796,144 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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