Balentine uses significant growth to improve customer experience

Independent wealth management firm invests in people, client services and technology as it strengthens its leading position in the South East, reaching more than $6 billion in assets.

ATLANTE, January 28, 2022 /PRNewswire/ — Balentine, a leading independent wealth management firm, today announced that its assets under advisement have reached more than $6 billion, a 100% increase in just three years. As a company that has always been committed to innovation and improvement, Balentine’s landmark growth has enabled significant new investments in talent, technology and resources, which will increase the simplification for customers to help them make the best decisions for their families and businesses.

Balentine Logo (PRNewsfoto/Balentine)

Investments in talent

To ensure its customers continue to receive the highest level of personal attention and service as the business continues to grow, Balentine has added six new positions to its team in 2021, for a total of 48 employees, and approved 11 additional positions to be added by the end of 2022. The firm has recently invested in staff in the following areas:

  • Operations. Jennifer Dangard assumed the position of Chief Operating Officer. Dangar’s highest priority is to improve Balentine’s operating platform so that Balentine can maintain its high level of customer service as the business continues to evolve and grow. Balentine strives to remain an employer of choice in its industry by cultivating a culture where motivated people thrive. To this end, Dangar will implement a human resources strategy to continue to attract the best and brightest talent.

  • Wealth management. Bradley Martin, CPWA®, a seven-year veteran of the company, has been promoted to head of Atlanta Wealth Management. Martin’s mission is to help Balentine’s clients derive maximum benefit from his growing stable of subject matter experts and to ensure exceptional client service and a low advisor-to-client ratio as the business grows. .

  • Estate planning, trusts and loans. relationship manager Clifton Dortch, JD holds a Master of Laws (LLM) in Taxation. Additionally, Balentine has recently brought in team members with expertise in estate planning, trusts and loans. Their knowledge has enabled Balentine to strengthen the strategic planning consulting capabilities it offers to its clients.

Investments in technology

On the technology front, Balentine has invested in Addepar, widely regarded as the most scalable data aggregation and performance reporting platform in the industry. This will make it easier for customers to always have an idea of ​​their overall financial situation.

To simplify processes and achieve cost savings for clients, Balentine has introduced an in-house trading platform, led by the new Head of Trading, Kenneth Jackson. As a result, clients now benefit from reduced trading costs, better execution, consolidated account operations and improved tax management capabilities.

Resource Investments

Recognizing the need for healthcare planning guidance, Balentine has partnered with Bernard Healthcare Financial Planners to help clients and their loved ones navigate health insurance and health insurance decisions. Now, customers can meet with a health care advisor and receive a personalized health care plan recommendation for free.

Under the leadership of President Balentine Brittany Prigge, CFA, Balentine continues to focus on deepening relationships and expanding the services it provides to its Family Office clients whose needs extend beyond investment management to the more complex topics of wealth. and inheritance.

Finally, the president Robert Ballentin and CEO Adrian Cronje, Ph.D., CFA published their book First Generation Wealth and led a series of events to help wealth creators think through what it takes to build a meaningful legacy and better support future generations.

The value of a customer-centric approach

Since the inception of Balentine, the management has been committed to constant improvement and service to customers. Proving that these efforts are resonating, Balentine has grown rapidly over the past year, reaching more than $6 billion in assets under deliberation. This revenue growth concerns both new and existing customers who have consolidated their assets and entrusted them to Balentine.

“reaching more than $6 billion of assets under advice, just 12 years after our inception, validates our client-centric approach to wealth management and underscores the trust our clients place in us,” said CEO Adrian Cronje, Ph.D., CFA. “But we are far from done growing and strengthening the business for the benefit of our customers.”

The value of independence

Across the country, wealth management firms, including many in the Southeast, are consolidating rapidly. Additionally, private equity firms have established a significant ownership presence in the industry. Balentine is independent and responds only to its customers and collaborators, and it intends to remain so. The milestones mentioned above are only part of his larger vision: to build and continually strengthen a world-class wealth management company that will be there for generations to come.

Media Contact: Liz Thomas, [email protected]

Balentine is a registered investment adviser with the United States Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about Balentine’s investment advisory services can be found in its ADV Part 2 form, which is available on request.

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