Your needs as an institution are substantial and specific. You have a mission that requires your full commitment, and an organization that desires 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 the needs of institutions, family offices, endowments and foundations, as well as other investment groups.


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, complemented by strategic advice and planning for every stage of the business life cycle. And all of that insight into the forces that drive the capital markets puts 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