In 2024, we celebrated 15 years, expanded client guidance, and announced a generational partnership. Read more in our 2024 Year in Review.

Our long-term financial partnership with FJ Management will fuel our growth as a leading independent wealth manager and strengthen our ability to help our clients build what comes next for them and their families.

Learn how the tactics you used to build a thriving business can directly apply to preserving your legacy in Robert Balentine's latest article for Forbes.

David Damiani shared two contrarian takes in this Citywire article, including his belief that the Fed may cut rates more than the market expects.

Our Investment Strategy Team identified a gap in the marketplace and brainstormed with Blackrock on how to bring it to market for our clients.

Our CEO, Chief Compliance Officer, and Director of Technology offer tips on cybersecurity and protecting personal information.

Robert Balentine recently joined the Smart Money Circle podcast with Adam Sarhan to share thoughts on his career journey, investment philosophy & leadership in business. Learn more insights by watching this video.

Crises can be catalysts for growth, providing golden opportunities for business owners to do what would seem impossible under normal circumstances. Learn about the benefits of cultivating a crisis-ready mindset in Adrian Cronje's latest article for FastCompany.

Each quarter, our Investment Strategy Team reflects on what's happened in the economy and markets, shares what we're paying attention to for the quarter ahead, and gives our take on why it matters to investors. In Q3, we believe markets are finally headed back to normal after several unusual years post-pandemic. Read more in our Market & Economic Report.

Adrian Cronje defines purpose as a deep sense of motivation and appreciation for your work. In his latest article for FastCompany, he shares that clarifying your purpose and sharing it with your team can sharpen your company’s vision and strategy and strengthen relationships with clients and employees.

Though it can be tempting to try to anticipate the impact of elections on your investment portfolio, we believe the election will have a limited impact on the stock market 12 months from now. In this article for Inc., David Damiani explains why - and offers five tips for keeping a cool head and a steady hand.

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.