INSTITUTIONAL INVESTMENTS Your Mission Leads Our Own
Your institutional needs are substantial and specific. You have a mission that demands your full commitment, and your organization seeks stability and guidance. We understand your responsibilities as a decision-maker and are equipped with proprietary resources and tools to ensure your organization has a foundation strong enough to support its trajectory.
With a legacy spanning two centuries, we are uniquely qualified to serve institutions, family offices, endowments, foundations, as well as other investment groups.
INVESTMENT OPPORTUNITIES
We take a holistic approach to institutional consulting, assessing all facets of your organization’s goals, needs, and financial health to develop customized, efficient strategies:
- Corporate retirement solutions
- Sales and trading
- Portfolio monitoring and analysis
- Monetization strategies
- Spending policy review and counsel
- Fiduciary guidance
- Investment policy statements
- Private institutional clients solutions
- Comprehensive investment banking capabilities
Capital Markets Services
We offer a full array of capital markets services for businesses, including IPOs and block trades, follow-on offerings, private placements/PIPES, and convertible bonds. These services are complemented by strategic advice and planning for every stage of the business life cycle. Our insights into the forces that drive the capital markets put us in a unique position to help your organization maximize investment opportunities on a global scale.
Balfour Capital Group – Global Opportunity for Investors
- Trade execution across asset classes
- Global and proprietary research capabilities
- Foreign exchange
- Hedging and monetization
- Restricted stock sales