News & Events

Puzzling Behavior

“Puzzling Behavior,” from the April 4, 2013 issue of Financial Advisor Magazine, discusses asset allocation and how investment advisors actually construct portfolios:

Balentine’s interpretation of asset allocation “truth” starts with five basic building blocks. “Instead of thinking of 30 different asset classes to build portfolios, we group asset classes by risks that matter,” says Cronje. Each client holds a different portfolio mix of five different risk categories defined by Cronje and his team.

Read the full article here. 

Contact Us

Looking for guidance managing your wealth? Balentine is committed to providing the education and advice our clients need to realize their goals.