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.
It is difficult, if not impossible, to properly manage your investments alone.
More than four years ago, the partners of Balentine formed our firm with the goal of managing our clients’ investments the way we wanted our own money managed: free of conflict, proprietary products and undisclosed fees. In short, we wanted to serve as fiduciaries for clients and steward their assets in the most transparent manner […]