How can I simplify my financial picture?
We provide a global view of all moving parts of your financial picture. The result? A comprehensive financial plan that simplifies complex portfolios.
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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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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 the categories below. 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?
Managing wealth is distinctly different from managing and operating a company — and as entrepreneurs ourselves, we can provide unbiased, experience-backed advice on decisions like taking your company public, making your exit, or creating a succession plan.
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.
Don’t mistake wealth for legacy.
Don’t mistake wealth for legacy.Distinguish between your business and the business of your family.
See the world through the next generation’s eyes.
We look forward to meeting you.
If you have questions about your financial picture, 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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