How does Balentine manage money?

We believe that your investment portfolio should be custom-built to reflect your values. The goal of our model-driven approach is to provide consistent, long-term results for your unique wealth situation.

The Balentine Difference

“I appreciate the entrepreneurial mindset with which we approach every day and every decision at Balentine. It’s important for a firm to stay nimble, and I love that we have stayed true to that approach as we've grown.”

Emily Barbour

Relationship Manager
“When I first interviewed at Balentine for an assistant position, I expressed my goal to become an HR professional. I’ve made that goal a reality, having been surrounded by encouragement and support at Balentine every step of the way.”

Ben Webb

Director of Manager Selection and Implementation
“Balentine has a great story, and I love how the firm’s history has shaped our culture. Being a part of that story as a valued employee keeps me coming back for more.”

Christina Callesis

Human Resources and Project Manager
“Founding Balentine has been one of the most challenging and rewarding experiences of my life. I’m proud of what we’ve built together and am excited for the opportunities to come.”

Erica Farber

Consultant
Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.

What’s the Balentine approach?

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

Public markets

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

Private markets

Deeper explanation of why and how Balentine invests in private markets, and how the firm goes above and beyond for clients

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Taxable

Deeper explanation of why and how Balentine makes taxable investments, and how the firm goes above and beyond for clients

Tax-exempt

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

The Balentine Difference

“I appreciate the entrepreneurial mindset with which we approach every day and every decision at Balentine. It’s important for a firm to stay nimble, and I love that we have stayed true to that approach as we've grown.”

Emily Barbour

Relationship Manager
“When I first interviewed at Balentine for an assistant position, I expressed my goal to become an HR professional. I’ve made that goal a reality, having been surrounded by encouragement and support at Balentine every step of the way.”

Ben Webb

Director of Manager Selection and Implementation
“Balentine has a great story, and I love how the firm’s history has shaped our culture. Being a part of that story as a valued employee keeps me coming back for more.”

Christina Callesis

Human Resources and Project Manager
“Founding Balentine has been one of the most challenging and rewarding experiences of my life. I’m proud of what we’ve built together and am excited for the opportunities to come.”

Erica Farber

Consultant
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Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.
First Generation wealth book cover and their guide for a long-lasting wealth and legacy
“One of the most important things we do for our clients is help them to think through regret aversion or avoidance. How can we help wealth creators manage and preserve their wealth? The answer is shockingly simple. It comes down to foresight. A recognition of human nature. A willingness to recognize our own quirks or knowledge gaps. A commitment to planning over time. And most of all, it comes down to communication.”

Robert Balentine and Adrian Cronje, Ph.D.

First Generation Wealth

Reach for your money management 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?

Legacy

We help clients reach new levels of alignment, authenticity, trust, and transparency with loved ones by including each generation in discussions around wealth and exploring opportunities that reflect family values and interests.

Planning

Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance.

Investments

We invest in public and private markets as well as making investments that are taxable and tax-exempt — guided by our unemotional, data-driven models.

Insights

Browse our collection of resources for trustees and consultants.

For trustees juggling many fiduciary responsibilities, there’s a myriad of news and information to constantly unpack. As a plan consultant, you’re likely trying to make that burden a little lighter. Delve deeper into these topics our clients frequently mention, with insights from our knowledgeable Balentine team.

View more insights
Investments

Opportunity in Active Fixed Income

David Damiani discusses why we’re exploring selective active fixed income strategies as we strive to enhance portfolio performance in today’s evolving market.
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Planning
Investments

How Does One Big Beautiful Bill Impact You?

We share the provisions impacting financial plans, estate plans, and closely held businesses - and invite you to submit your own questions.
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Investments
Institutional
Global economy and markets

How Are Investors Impacted by Market Volatility?

Though folks are making short-term spending adjustments, CEO Adrian Cronje shares why he believes panic is unfounded in the long-term.
Read more

We look forward to meeting you.

If you have questions about managing money, rest assured that we're committed to providing education and advice to help you realize your goals. Simply fill out the form to schedule a meeting and one of our advisors will be in touch.

Balentine tree logo representing wealth and legacy

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