The primary benefit of a fee-only advisor is the ability to provide objective direction to clients and to view the entire universe of investment opportunities without being influenced by any potential benefits to the advisor. Balentine & Company was founded in 1987 using this new model of objectivity.

An open architecture investment model is one where the investment strategy can be implemented with any investment instrument or manager in the entire universe of investment offerings without the conflict of proprietary product. The open architecture model was a hallmark of Balentine & Company, and continues today at Balentine.

Our consolidated performance reporting is truly industry-leading, building upon our legacy of innovation in financial reporting which began with Balentine & Company more than a decade ago. Balentine & Company was one of the first investment advisors to offer consolidated performance reporting across multiple accounts, asset classes and custodians.

Balentine & Company’s acquisition of Reiser Associates in 1998 brought an institutional-style investment platform to private clients, specifically the combination of active and passive investment instruments in client portfolios and a tactical approach to asset allocation.

Balentine seeks to provide additional return and capital protection by using dynamic asset allocation strategies which, unlike traditional asset allocation, do not include fixed ratios among asset classes. while also providing opportunities to take advantage of short-term shifts in markets.

Recognizing that tax alpha and timing of cash flows play a significant role in client investment performance, our investment in Unified Managed Account (UMA) technology not only provides efficiency, but also contributes to enhanced after-tax returns.