We'll tailor an investment approach for you that meets your individualized risk tolerance and regulatory restrictions, as set forth in the
investment policy statement (IPS).
Deeper explanation of why and how Balentine invests in private markets, and how the firm goes above and beyond for clients
Private markets >
Deeper explanation of why and how Balentine makes taxable investments, and how the firm goes above and beyond for clients
Portfolio diversification can provide a smoother ride and insulation from volatile equities. We can help you select the right type of diversification — and implement the right strategy — to provide stability today and returns in the future.
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.
Our Capital Markets Forecast is the foundation of our investment process. This annual research piece contains seven-year projections that form the basis of strategies we design to help you achieve your goals.
The forecast, designed to both manage risk and maximize opportunities, provides the quantitative blueprint for the steps we foresee — at today’s starting point and beyond.
Former CEO of Public Company
Retired Technology CEO
Todd & Laura Olson
Lessons For Wealth Managers From The Great Recession
It’s Fed Week: Another Rate Hike Pause Likely, but Experts Expect Savings Rates to Remain High
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.