Stocks End the Week on a Positive Note

Balentine’s Chief Investment Officer Adrian Cronje was quoted in the Wall Street Journal article “Stocks End the Week on a Positive Note”. As quarterly data from the first three months of 2015 become available, many investors are watching to see the US stock market’s reaction.

Balentine Fifth Anniversary Event Synopsis with Charles D. Ellis

In mid-March, Balentine celebrated our Fifth Anniversary, and we were fortunate enough to have many clients and friends join us for that event. The celebration was truly a thank you to those first movers who trusted us, brought their capital to us and referred us their clients and friends. We could not have made it […]

With financial advisers, always follow the money

President Obama made headlines recently when he announced sweeping reform plans for the financial industry. In short the issue of fiduciary standards of care is at the heart of the President’s message. In the investment world, there are two primary standard of care levels: suitability and fiduciary. Suitability is the standard of care to which registered […]

Robert Balentine named one of “Georgia’s Best Financial Advisors” by Barron’s

Barron’s named Balentine CEO Robert Balentine one of “Georgia’s Best Financial Advisors” in its 2015 Top Advisor Rankings. Robert is the highest-ranked independent adviser representing the state of Georgia. This list is organized by state, and rankings are based on data provided by over 4,000 advisers. Factors included in the rankings: assets under management, revenue produced for the […]

2014 mixed year for Georgia firms, job seekers

Adrian Cronje, Balentine’s Chief Investment Officer, recently spoke with the Atlanta Journal-Constitution on the year 2014 and its impact on the Georgia economy in the article “2014 mixed year for Georgia firms, job seekers.” Profit growth among the nation’s largest companies — those in the Standard and Poor’s 500 index — is expected to be 9 percent […]

The Importance of Investment Discipline

To borrow from Jim Rohn, “discipline is the bridge between goals and accomplishment.” This statement rings especially true in investing. As Balentine Chief Investment Officer Adrian Cronje told the Atlanta Business Chronicle, when markets experience volatility, such as during the third quarter of 2014, it brings both opportunity and risk. The opportunity lies in the […]

Market volatility provides investment opportunity

Volatility has been a  topic of discussion lately, as markets have experienced it heavily during the third quarter. Phil Hudson and the Atlanta Business Chronicle covered this topic in the November 28, 2014 issue in the special quarterly spotlight on finance. Balentine Chief Investment Officer Adrian Cronje, Ph.D., CFA was quoted in the article “Market volatility provides […]

Brittain Prigge named FT Top 100 Women Financial Advisors by Financial Times

Balentine is proud to announce that Brittain Prigge, CFA was named one of the FT Top 100 Women Financial Advisors by Financial Times. Brittain was one of only two advisers representing the state of Georgia and the only Georgia adviser from an independent Registered Investment Advisor (RIA) firm. Brittain is a founding partner of Balentine, […]