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Insight. Impact. Integrity.
Our Expertise
At Balsam Advisory, we believe the best results come from partnership.
Stakeholder Relations
Understand your stakeholders. Strengthen your relationships. The Balsam Pulse.
We help organizations listen, engage, and build trust with the people who matter most — from investors and boards to employees, funders, partners, governments, and communities. By understanding your stakeholders, organizations gain confidence to grow and take appropriate risks.
- Stakeholder perception studies and feedback analysis
- Actionable recommendations and implementation plans
- Workshops and leadership sessions
- Investor relations strategy and communications support
- Balsam Pulse : “You don’t know what you don't know until you ask”
Capital Strategy
Plan for growth with clarity and confidence.
We help organizations evaluate their market position, strengthen financial relationships, and
plan strategically for sustainable growth. Our work focuses on insight, preparedness, and
alignment — not the sale or recommendation of securities.
Our work includes:
- Capital readiness and strategic planning
- Market and stakeholder analysis and perception studies
- Relationship management with financial institutions and funders
- Communication and materials preparation for investor and board audiences
Governance & Board Advisory
Stronger boards. Better decisions. Lasting impact.
We work with boards and executive teams to strengthen effectiveness, accountability, and
succession.
- Board and committee assessments
- Onboarding and governance programs
- Policy, structure, and succession development
Mission Related Investment Strategies
Mobilizing financial assets alongside your mission
We work with non profits, foundations and asset managers seeking to align their financial
assets with their mission and societal impact goals. Many organizations hold investments in
traditional balanced funds without viewing them as tools to advance their purpose. Balsam
Advisory helps bridge that gap - supporting the design and implementation of Mission Related
Investments (MRI) that unite performance with purpose.
We work with Foundations in the following ways:
- MRI appropriateness study
- Due diligence
- Board readiness
- Investment policy overview
- Stakeholder support and messaging
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