Balentine LLC (“Balentine”) is an SEC registered investment adviser with offices in Atlanta, Georgia and Raleigh, North Carolina. Balentine and its representatives are compliant with the current filing requirements imposed upon SEC registered investment advisers by those states in which Balentine maintains clients. Balentine may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Balentine’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Balentine’s website on the internet should not be construed by any consumer and/or prospective client as Balentine’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Balentine with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Balentine, please contact the SEC or the state securities regulators for those states in which Balentine maintains a notice filing. A copy of Balentine’s current written disclosure statement discussing Balentine’s business operations, services, and fees is available from Balentine upon written request. Balentine does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Balentine web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Balentine or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Balentine is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Balentine. Please remember that it remains your responsibility to advise Balentine, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Certain portions of Balentine’s website (e.g., articles, commentaries) may contain a discussion of, and/or provide access to, Balentine (and those of other investment and non-investment professionals’) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Balentine, or from any other investment professional. Balentine is neither an attorney nor an accounting firm, and no portion of the web site content should be interpreted as legal, accounting, or tax advice.
PLEASE NOTE: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Balentine is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Balentine by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
PLEASE NOTE: While Balentine may be engaged by professional athletes, celebrities, and public figures, it should not be assumed that any depicted athlete, celebrity, or public figure is a Balentine client, or endorses Balentine in any manner whatsoever. To the contrary, there can be no assurance that a prospective client will have a satisfactory Balentine engagement.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Balentine’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Balentine, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Balentine’s website, to release and hold harmless Balentine, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Balentine.
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