Celebrating a 30 Year Legacy
Watch the video below as we look back on 30 years of serving our clients and the community
Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with an additional office in Raleigh, North Carolina. We provide investment management and financial planning services for high-net-worth individuals and families. At Balentine, we get to know and understand the unique needs of each of our clients. In today’s rapidly changing world, a holistic approach and uncommon agility are required to capitalize on opportunities, and we have built our firm around these enduring ideas. We build long-term relationships with our clients, and we seek to deliver exceptional client service along with consistent long-term investment returns.
The Pendulum Continues to Swing
The news of Lehman Brothers’ failure left the world desperately trying to make sense of an unprecedented situation. The crisis on Wall Street suddenly had a massive, unexpected casualty which made it clear the trouble was far from isolated as other giants were on the brink of failure. Partner and Senior Relationship Manager Rob Ragsdale, CFP®, AIF, reflects on the shock following Lehman’s collapse, and its lasting reminder that sometimes the pendulum overreaches.
Big Mistakes
Just as a rising tide lifts all boats, you don’t really learn whether successes are attributable to good fortune or skill until the spaghetti hits the fan. Taking inspiration from a book he recently read, Relationship Manager John Maddison, CFA, CFP®, shares the biggest personal finance blunders he’s made—each of which he uncovered in the wake of Lehman’s collapse—and how they have been instrumental in shaping his investment philosophy.
Learning to Think the Unthinkable
The investment business will teach you nothing if not humility, and that was particularly true during the Great Financial Crisis. Though the stock market has soared to record heights in the ten years since Lehman’s collapse, it is important not to forget the powerful lessons of that time. Chief Executive Officer Adrian Cronje, Ph.D., CFA, explores five key takeaways for investors, including the importance of liquidity management and the limits of traditional diversification.
10 Years Later: Remembering when Lehman Brothers failed
September 15, 2018, marks ten years since Lehman Brothers' declaration of bankruptcy—the defining moment of the most profound period of global economic devastation in contemporary history. As a senior executive of a publicly traded institution, in which the majority of the revenue was banking related, Chairman Robert Balentine had a front-row seat to the desolation. In a new blog post, he reflects on these events and just how close the world came to the precipice.
I Want a Divorce… Now What?
People use many terms to describe divorce: “lovingly separating;” “parting ways while remaining committed co-parents;” and, perhaps most famously, “consciously uncoupling.” In the end, however, it all boils down to the dissolution of marriage, which can be painful, difficult, and even downright nasty. As a wealth manager, President Brittain Prigge, CFA, has walked many clients through this process. In our newest blog post, she shares important considerations for anyone thinking about divorce.
Stock Markets Pause for a Long Breath
A look at aggregate equity indices reveals the second quarter was, as they say, unexceptional. Though public markets have offered relatively meager returns in 2018, still waters often run deep, as three significant developments took place beneath the surface in Q2. CEO Adrian Cronje, Ph.D., CFA, examines these developments, as well as the greatest risk to markets in the months ahead: potential monetary and trade policy mistakes.
Scoring Big with Succession Planning
Succession planning helps business owners maximize their company’s value to buyers, minimize taxes and risk to the business, and reduce the burden on family and key employees. Though the benefits are clear, it can be tough to know how to get started. Relationship Manager John Maddison, CFA, CFP®, highlights five initiatives business owners can undergo to ensure they and their businesses—like his alma mater's storied basketball program—"score big."
Atlanta Business Chronicle’s Most Admired CEOs – Robert Balentine (2018)
Robert Balentine was selected as one of the Atlanta Business Chronicle’s “Most Admired CEO’s” for 2018. These awards recognize established local leaders who have a strong vision for their companies, have shown commitment to culture in the workplace, and made significant contributions to the metro Atlanta community.
Community Service at Balentine
From boardrooms and ballrooms to sleeping on the streets, Balentine employees continue to support our communities by raising funds and awareness, offering expertise in finance and investments, and giving of our time, talents, and energy to the not-for-profit and charitable organizations each of us finds most meaningful. Here’s how Balentine employees have contributed to the greater good over the past year.
Life at Balentine: 2017-18 in Review
Chairman Robert Balentine often reminds us that we spend more time with our colleagues than we do with our families; that’s why, at Balentine, we try to balance working hard for our clients with having fun together. Here are our favorite moments and proudest accomplishments from the past year at Balentine.
