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.

Our CEO, Chief Compliance Officer, and Director of Technology offer tips on cybersecurity and protecting personal information.

Each quarter, our Investment Strategy Team reflects on what's happened in the economy and markets, shares what we're paying attention to for the quarter ahead, and gives our take on why it matters to investors. In Q3, we believe markets are finally headed back to normal after several unusual years post-pandemic. Read more in our Market & Economic Report.

Adrian Cronje defines purpose as a deep sense of motivation and appreciation for your work. In his latest article for FastCompany, he shares that clarifying your purpose and sharing it with your team can sharpen your company’s vision and strategy and strengthen relationships with clients and employees.

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.

Our Core-Moon-Satellite approach combines broad market exposure with focused and concentrated investments, helping drive growth while preserving wealth. Read more in Article 3 of our Private Capital Guide.

To create custom portfolios for our clients, we utilize a data-driven strategy blending diversification with long-term themes. Within this strategy, we select what we believe to be high-performing assets and work with expert managers. Learn how this approach could help preserve and grow wealth in Article 2 of our Private Capital Guide.

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.

The same principles you used to develop a competitive advantage in your business can be applied to your family to preserve harmony and successfully transition ownership of your company. Learn more in Mark Bell’s latest article for Entrepreneur.

Barron's annual ranking seeks to shine a spotlight on the nation's best wealth managers and raise standards in the industry.

Wealth created by one generation is often lost by the third. In this article for Forbes, Robert Balentine shares how wealth creators can prepare their families for the future, sharing three guiding principles for building a legacy.

Our Charitable Giving Guide helps you explore the best options for your goals and ensure your giving aligns with your overall strategy, no matter where you are in your philanthropic journey.