Let Balentine be your guide on your wealth management journey.

Mark Bell, Ph.D., and Ben Webb, CFA, share why Balentine prefers lower-middle-market buyout funds, especially in defense, heavy industry and aerospace. The two leaders break down what makes a manager worth backing, as niche private capital specialists with operational expertise and a disciplined process.

Mark Bell, Ph.D., and Ben Webb, CFA, break down how Balentine builds its private capital lineup — leaning into tech, AI, and cybersecurity, and sticking with managers who can prove a repeatable process. They also share why the firm is selective with direct deals and co-investments, only stepping in when the opportunity can beat what a diversified fund already offers.

Mark Bell, Ph.D., and Ben Webb, CFA, share insights into Balentine's private capital portfolio strategy, current positioning, and the case for sports as a durable investment theme.

Opportunity Zones began as a temporary program to push private investment into overlooked communities. After proving their worth, they’ve been made permanent, with some useful updates. For business owners who have recently sold, or are approaching a sale, they deserve a close look.

We explore our conviction that recent market performance points not to an end of momentum, but to a healthy consolidation across both public and private markets—one that reinforces the foundation for future opportunity. We reflect on performance throughout 2025, take a closer look at the fourth quarter, and share our perspective on the key risks and opportunities shaping 2026.

With a knack for navigating uncertainty, entrepreneurs are uniquely suited for private capital investing, a powerful tool for building long-term portfolios and lasting legacies. In this Entrepreneur article, Mark Bell shares four steps to get started.

In Entrepreneur and Worth, Mark Bell, Ph.D., shares how education, governance, and long-term investing builds lasting generational wealth.

Our Core-Moon-Satellite approach combines broad market exposure with focused and concentrated investments, helping drive growth while preserving wealth. Read more in Article 3 of our Private Capital Guide.

To create custom portfolios for our clients, we utilize a data-driven strategy blending diversification with long-term themes. Within this strategy, we select what we believe to be high-performing assets and work with expert managers. Learn how this approach could help preserve and grow wealth in Article 2 of our Private Capital Guide.

For families of significant wealth with portfolios concentrated in public markets, private markets provide potential opportunities for excess return and diversification. Read more in Article 1 of our Private Capital Guide.

Ben Webb discussed Balentine's strategic approach to selecting investments and constructing portfolios on Franklin Templeton's Alternative Allocations Podcast.

Our annual Capital Markets Forecast draws from our research to identify realistic market expectations over the next year and align them with opportunities we foresee to achieve portfolio goals.

Why we believe it’s time for a private credit secondaries manager at Balentine.