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.
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The Balentine Difference
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
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.
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The Balentine Difference

Robert Balentine and Adrian Cronje, Ph.D.
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?
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.
Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance.
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.
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.
How Are Investors Impacted by Market Volatility?
Will Your Wealth Stand the Test of Time?
Five Ways to Stay Grounded During Election Season
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.
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