Your Core Team

In Q2, Kevin Warsh took over as Fed Chair with a different playbook: price stability first, and no more signaling the Fed's next move. Investors lost their read on what came next, and markets turned choppy. We didn't waver. We stayed the course our data-driven process set: overweight stocks, no reactive trades. The result? We believe our discipline was rewarded. CIO David Damiani, CFA shares how in our Quarterly Market and Economic Report.

For decades, Robert Balentine has guided entrepreneurs through pivotal transitions. In this Forbes article, he lays out a hands-on approach to navigating the emotional and relational shifts of an exit, helping founders turn a successful business into wealth that lasts well beyond one generation.

In this S&P Global With Intelligence article, Ben Webb and Mark Bell, Ph.D. share why Balentine prefers lower-middle-market buyout funds, especially in defense, heavy industry and aerospace. The two leaders break down what makes a manager worth backing, as niche private capital specialists with operational expertise and a disciplined process.

Ben Webb and Mark Bell, Ph.D. break down how Balentine builds its private capital lineup — leaning into tech, AI, and cybersecurity, and sticking with managers who can prove a repeatable process. They also share why the firm is selective with direct deals and co-investments, only stepping in when the opportunity can beat what a diversified fund already offers.