What We Believe
Balentine. Built for You.
Balentine has been recognized both locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients.
Here is What's New
What private capital market opportunities exist today for entrepreneurs and investors in the Southeast?
Like millions of Americans, I was shocked to read that Equifax had suffered a massive data breach. It is now being reported that more than 145 million people may be impacted, including five million Georgians and five million North Carolinians. Given the pervasiveness of our Personally Identifiable Information (so-called PII), it is more important than ever to minimize how this information may be used in the event of a breach.
Rather than making piecemeal changes to the tax code, the Trump Administration would like to enact comprehensive tax reform, addressing the complexities and inefficiencies of the entire tax system.
Exchange-traded fund (ETF) assets have grown rapidly from $100 billion in the early 1990s to almost $3 trillion today. Such is their popularity that some worry that they are entering bubble territory.
One of Balentine’s main goals is to help our clients simplify their lives. So we’ve come up a list of five questions you can ask any potential advisor in order to sniff out potential or hidden conflicts of interest.
Life isn’t static, and your financial plan shouldn’t be, either. For this reason, Balentine has partnered with eMoney and Riskalyze, two of the industry’s leading financial planning tools.
Balentine has always believed in giving back to the communities through which we earn our living. Today, every member of our team is engaged with the community.
Balentine maintains an emphasis on continuing education, and employees are highly involved in industry and peer-group organizations.
This summer, Balentine became GIPS® compliant. While GIPS is common practice in the institutional world, only 1% of wealth management firms can make this claim.
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