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Your Core Team
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A deep team to guide you on your journey
Working with Balentine means working with all of us.
Peruse our recent perspectives
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Investments
Navigating Tidal Forces
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.
Planning
How do we strive to protect clients from cyberattacks and fraud?
Our CEO, Chief Compliance Officer, and Director of Technology offer tips on cybersecurity and protecting personal information.
Global economy and markets
A Path to Normalcy
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.
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Business advisory
How Can Getting Clear On Your Purpose Improve Your Company?
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.
A book makes the best gift.
If you have someone in your life whom you'd like to gift our book First Generation Wealth, please let us know. We will be glad to send you a complimentary copy to share.
How can we improve your experience?
We take seriously our responsibility to guide your wealth journey. Emily Barbour's role is to continuously enhance your experience. If you have anything to share—whether it is something you've appreciated, a question, or an idea for improvement—please let us know.
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