Investment discipline is essential to success.
Helping you establish objectives for wealth preservation and growth
Establishing and maintaining reserve funds for your lifestyle needs
Mitigating loss for asset protection
Portfolio Construction and Implementaton
Selecting simple, liquid, cost-effective solutions, including active and passive approaches
Looking ahead to ensure exposures reflect reality
Protecting income and gains
Building Blocks: A Better Approach to Investment Management
Balentine takes a holistic and risk-based approach to asset categorization. Rather than viewing the total portfolio as a division of assets among primary asset classes (stocks, bonds and cash) or by the characteristics of the securities underlying those asset classes (growth, value, domestic, international), we instead deploy assets into building blocks that are defined primarily by risk type.
Consistent and Transparent Communication
Focused on Risk Management