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Institutional-quality investment process honed over several decades.
Our decades of informed investing experience benefit individual and institutional clients alike.
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Handling the market with transparency.
As humans, we’re hardwired to be emotional. That instinct has served us well since the dawn of time to avoid threats in our environment to our species. And yet, that “fight or flight” impulse tempts us to try to time the markets — and doesn’t always lead to successful investment outcomes.
We’ve developed what we consider to be a disciplined, objective, model-driven investment process to navigate the inevitable investor tendency of oscillating between excessive greed and fear. We’ve seen market volatility before, and we take seriously our responsibility to help you through.
In the past 35 years, our team has honed a disciplined, consistent, and efficient investment process, which relies on objective inputs at its core. Balentine’s model is built on asset class performance dispersion, which unfolds throughout long periods with great amplitude — and creates opportunities in a simple, repeatable way.
Our philosophy is grounded in behavioral finance: understanding that investors will gradually and predictably change emotions over time. The market pushes some asset classes too high on greed, while pushing others too low on fear. As long as investors continue to demonstrate behavior driven by these emotions, there will always be market inefficiencies that our proprietary models are designed to capture.
We know that attempts to time the exact market bottom or top of each cycle are futile, and that return dispersions between asset class pairs are both widespread and long-lived. Our proprietary quantitative models are able to identify where we are in the market cycle, not only capitalizing on the emotional patterns of other market participants, but also capturing the majority of an unfolding cycle.
We seek to provide downside protection in sustained bear markets while also participating in bull markets. Our investment process leads to proactive rebalancing into asset classes that we believe are more likely to outperform, and away from asset classes that are decreasing in value. We also are quick to capitalize on tactical opportunities, which benefits investors looking to realize near-term opportunities that may have otherwise been missed.
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The Balentine Difference
Learn the ins and outs of investments.
From tips for maintaining investment discipline to learning about private capital as an asset class, browse our collection of investment-related resources from Balentine thought leaders.
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Our best thinking on what's happening in the economy and markets and why it matters to investors.
Balentine Likes Lower-Middle-Market Buyout Funds
A Healthy Consolidation
Artificial Intelligence: Engine of Change
Reach for your goals —we’ll go the extra mile to make sure you get there.
At Balentine, we do it all — even services that don’t neatly fall into one of these categories. Our highly personalized, full-team approach brings objectivity, insight, and experience to identify your goals and objectives. How can we help you on your wealth management journey?
Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance.
We help clients reach new levels of alignment, authenticity, trust, and transparency with loved ones through cross-generational advisory and exploring opportunities that reflect your values and interests.
We proudly serve as a trusted partner to plans and consultants alike: Protecting capital, capturing market upside, and identifying and acting on opportunities, near and far.
As entrepreneurs ourselves, we know managing wealth is distinctly different from managing and operating a company. Our advisory services span all things capital — business, personal, and legacy.
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