Let Balentine be your guide on your wealth management journey.

We are thrilled to announce our 2025 Capital Markets Forecast. In this annual research piece, we seek to identify realistic market expectations over the next year and align them with opportunities we foresee to achieve portfolio goals.

Though it can be tempting to try to anticipate the impact of elections on your investment portfolio, we believe the election will have a limited impact on the stock market 12 months from now. In this article for Inc., David Damiani explains why - and offers five tips for keeping a cool head and a steady hand.

For families of significant wealth with portfolios concentrated in public markets, private markets provide potential opportunities for excess return and diversification. Read more in Article 1 of our Private Capital Guide.

In our latest Quarterly Market & Economic Report, Adrian Cronje, Ph.D., CFA, explains why we believe high market valuations are justified and provides an update on Balentine’s public and private market performance.

David Damiani shares how businesses can respond to cash becoming king once again in this article for Inc.

On the heels of a 10%+ rally in stocks in the first quarter of the year, Adrian Cronje, Ph.D., CFA discusses whether market strength will last - and how Balentine's private and public market strategies have fared in this environment.

In an article for the International Business Times, Chief Investment Officer David Damiani explains why stock prices can remain stable or rise in a high interest environment.

In our Quarterly Market & Economic Report, we share why we believe it's too early for the Fed to declare victory in its campaign to raise interest rates and discuss our public and private market performance.

Our annual Capital Markets Forecast draws from our research to identify realistic market expectations over the next year and align them with opportunities we foresee to achieve portfolio goals.

Balentine's Q3 Market and Economic Report discusses our cautious and selective approach in public markets, the opportunity after-tax cash management offers, and the enthusiasm we have for committing to our private capital managers.

Adrian Cronje shares his passion about guiding entrepreneurs turn business success into long-term wealth and legacy.

Our Wealth Management Team’s Monthly Update

How Monetary Policy Shapes Equity Markets

The Balentine Q2 Quarterly Market and Economic report provides insight on a possible recession and how we safeguard our clients.

Adrian Cronje talks timing in the International Business Times.

Our Wealth Management Team’s Monthly Update

Our Wealth Management Team’s Monthly Update

The Balentine Quarterly Market and Economic report provides insight into a possible recession and how we are taking measures to safeguard our clients.

We’re excited to introduce a new feature in our newsletter, Top of Mind. We’ll answer client questions, providing our take on the latest news in the financial sector.

CEO Adrian Cronje, Ph.D. was quoted in Fortune magazine

How Capital Markets Can Help us Predict the Future Economic Environment