A wealth of perspective
working for you.
With 35 years of wealth management experience, our knowledge runs deep. We build long-term, trusted relationships based on expertise, sincerity, and impact.
What’s your legacy of possibility?
Whether you've started a business, inherited wealth, or steward an institution,
we can help you build what comes next.
We’re with you for the journey.
Wealth represents opportunity. It opens doors, it sparks possibilities, and it provides the means to decide the impact you’d like to have on your family and your community. Whether you’re a first-generation wealth creator or the steward of a multi-generational family, this can feel burdensome. How can you protect and grow the wealth you’ve worked so hard to build?
We build long-term, trusted relationships based on expertise, sincerity, and impact so that you have the wealth of perspective you need each step of the way.
Our vision stands the test of time.
When Robert Balentine and his father, Bob Balentine, saw the chance to build a different kind of investment firm in 1987, they chose "what could be" over "what is."
Several decades and billions of dollars in assets under management later, Balentine is still choosing potential — backed by proven processes, exceptional people, and an unemotional, data-driven investment process to create performance.
The Balentine Difference
Former CEO of Public Company
Todd and Laura Olson
Marc & Cécile Noël
Marc & Cécile Noël
We wrote the book on wealth and legacy.
Your wealth was built bit by bit, day by day. Your legacy will be as well. But what does it take to build a meaningful legacy, and how can your wealth best support future generations?
Authors Robert Balentine and Adrian Cronje, Ph.D., share stories that illuminate guiding principles and provide practical steps entrepreneurs can take to avoid the Shirtsleeves to Shirtsleeves phenomenon.
Former Chairman and CEO, The Home Depot
Journal of Wealth Management