Asset Management is our only business, and at Balentine, our services emphasize six core concepts: Objectives, Expectations, Risk, Efficiency, Global Scope and Liquidity:

• Defining Objectives: To develop investment and spending policies that are most likely to exceed client expectations over a full market cycle.
• Tracking Expectations: To emphasize real returns in excess of inflation, taxes and fees for capital preservation and growth.
• Risk Management: Define and design portfolios around safe and risky assets in order to reduce volatility and avoid adverse decisions that negatively affect returns over a market cycle.
• Efficiency and Effectiveness of Implementation: Defining the need to budget “active management” cost versus markets that have become increasingly efficient.
• Global Perspective: Achieve consistent superior returns by coupling a disciplined and opportunistic style with a global perspective.
• Liquidity: Maintain objectivity by placing a premium on transparent, liquid solutions.