For more than 25 years, the Balentine legacy has been one of innovation, service to clients and service to the community. We have been at the forefront of the industry's move towards fee-based (versus transaction-based) advisory services, open architecture investment solutions and the outsourced CIO model of asset management.

Some of the things that make Balentine unique:

• We are employee owned, which ensures stability of purpose and alignment of interest.
• We manage the assets of our clients, partners and employees side-by-side, and are advocates for our clients in finding the most cost-effective and tax-efficient implementation solutions possible.
• We ensure the client experience drives the investment process, not vice-versa.
• We examine the client’s entire balance sheet, not just the investable assets, and the client’s short and long-term needs, not just rate of return.
• We believe that investing in today’s rapidly changing world requires uncommon agility to capitalize on opportunities.
• We implement a sophisticated investment process together with what investors demand: transparency, liquidity, results and simplicity.

Finally, and perhaps most, important, we focus only on what we do best – building long-term relationships through exceptional client service, and delivering consistent long-term investment returns.