After an initial “discovery” phase with new clients, our relationship management teams focus on three stages: Planning, Implementation and Review. Your partnership with Balentine is not a subscribe-and-forget relationship - our collaboration will continue to grow and evolve.

Our commitment to you is that we will do all we can to ensure that each phase will be clear, seamless and efficient.

• Deliver complete transparency and objectivity in our investment counsel, and ensure alignment of interests
• Respond in a timely fashion and keep our commitments
• Communicate proactively during ALL market cycles
• Meet on a quarterly basis and be accessible between meetings
• Work with your other trusted advisors as a team
• Report on a timely basis and be held accountable for results
• Structure a permanent team that consists of at least one partner of the firm
• Provide easy access to members of the Investment Strategy Team (IST)