Ziad Wehbe, CRPS

Balfour Capital, LLC is a registered investment adviser based in Fairport, NY, offering a range of investment strategies to help clients achieve their financial goals. Their portfolios are designed with a focus on environmental, social, and governance (ESG) characteristics, allowing investors to make a positive impact while maximizing returns. Additionally, Balfour Capital provides customized tax-managed portfolios tailored to each client's specific criteria, including religious, social, environmental, and tax considerations.

With a value-based approach to selecting securities, Balfour Capital aims to identify undervalued assets with favorable long-term prospects. They also offer smart beta factor portfolios, which utilize macroeconomic and style factors to pursue specific investment outcomes. As a separate entity, Balfour Capital is committed to providing personalized investment advice and maintaining independence from other entities or marketing names.

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