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Emphasizing partnership within institutional management.
We partner with plans and consultants to identify and act on opportunities, protecting capital and capturing market upside.
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Taking a collaborative approach to partnership.
“The team at Balentine is a true partner in managing our organization's assets, for annual operational support and our long-term sustainability.”
- Current Balentine Client
We believe a successful partnership with our institutional management clients hinges on these ingredients: A proactive investment strategy, a high-performance culture, and an integrated approach to near-term and long-term strategy.
How we work with each other
Our team of subject matter experts takes a collaborative approach to each portfolio, looking to realize near-term opportunities within the long-term strategy.
How we work with you
We understand the responsibility carried by each steward of a plan, whether you are the trustee tasked with layers of complex fiduciary duties, or the consultant helping support the many decisions trustees must navigate.
What makes our model work?
Our philosophy: Timeless. Our process: Repeatable. With more than three decades of demonstrated success, consultants can rest assured that our proven track record is not merely an investment fad or anomaly.
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The time is right for global asset allocation.
Many institutions rely on strategic asset allocation (SAA) to maximize their risk-adjusted returns. However, the inherent long-term focus of many such allocations may cause investors to miss near-term market opportunities.
Our primary focus as a global asset allocation (GAA) manager is to identify and act on opportunities by moving quickly to protect capital and to capture market upside as cycles develop — within a global opportunity set.
Our GAA strategies utilize a quantitative investment process to identify near-term opportunities across asset classes. This provides timing diversification to portfolios that are typically more focused on long-term strategic asset allocation.
Proven Success
We help institutions strive for outperformance through asset class selection — not security selection. We’re nimble in our ability to tactically shift in and out of asset classes as market cycles change.
Limited Downside
Our GAA strategies are designed to protect capital in down markets and participate in up markets.
Individualized Approach
We tailor our approach to meet your individualized risk tolerance and regulatory restrictions, as set forth in the investment policy statement (IPS).
Efficient Implementation
Low-cost funds provide an efficient way to implement ideas across a global opportunity set.
“From top to bottom, Balentine's customer service is second to none. Be it a small question on a report or a larger request to discuss strategies, returns, outlooks and allocations with our corporate Finance Team, they have consistently lived up to their promise of availability and communication. As a non-profit we are beholden to different stakeholders, who though well-intended may sometimes be less financially savvy. During significant market swings or down-times this can be quite challenging.”
- Current Balentine Client
What does partnership mean to us?
Our dedicated institutional management team intentionally cultivates a culture that values relationships as well as results.
We are Balentine.
When you hire Balentine, our entire team supports you. We’ve assembled an exceptional workforce that places a strong emphasis on our core values of mutual respect, integrity, excellence, and entrepreneurial spirit.
Browse our collection of resources for trustees and consultants.
For trustees juggling many fiduciary responsibilities, there’s a myriad of news and information to constantly unpack. As a plan consultant, you’re likely trying to make that burden a little lighter. Delve deeper into these topics our clients frequently mention, with insights from our knowledgeable Balentine team.
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We look forward to meeting you.
If you connect with our approach and feel you could benefit from our plan, contact us to schedule a meeting and find out how we can help. Simply fill out the form and one of our advisors will be in touch to see if Balentine is the right option for your institution.
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