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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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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.
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Investments
Business advisory
Five Ways to Stay Grounded During Election Season
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.
Private capital
How Do We Balance Private Capital Investments in Client Portfolios?
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.
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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