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Thought Leader Robert Balentine on the Art and Science of Investing
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"When I founded the company in fall of 1987, I wanted to move away from a commission based structure, mainly because I felt there was a real conflict of interest when stockbrokers sold stocks and investment vehicles that they could make commissions on," Balentine CEO Robert Balentine shared with JustLuxe. I wanted our investment firm to be more centered on the client needs than on the salesperson's bottom line."
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Which charitable giving vehicle aligns with your needs? We discuss Donor Advised Funds and private foundations and provide resources to get started.
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