When asked what sets them apart from other investment advisors, most firms in our business talk about their “Three P’s” – people, process and performance. But most investors expect at a minimum that you have excellent people, a defined process and good performance. Here is how we quantify The Balentine Difference.

• More than a third of Balentine staff and partners were born, educated or employed abroad
• Half of the members of Balentine’s Investment Strategy Team (IST) have held the position of Chief Investment Officer or Chief Investment Strategist at multi-billion dollar organizations
• Each relationship manager has over 10 years experience in the industry 100% of our clients have a partner - someone with an ownership stake in the firm - serving their account
• Balentine is an employee-owned firm, and two-thirds of our staff own equity in Balentine
• Two-thirds of our clients are the result of referrals from existing clients
• More than half of our firm are women, including Partners, Directors and Executive Management