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Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families. For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. Named to Barron`s “Top 100 Independent Wealth Advisors,” Financial Times` “300 Top Registered Investment Advisors,” and Pensions and Investments` “Best Places to Work in Money Management,” we have been recognized locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine`s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine`s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
SprinkleBit started with a simple idea, that crowdsourcing and technology can help people make better investment decisions. Now, after years of development we have reached the point where this simple idea is generating our users thousands of dollars per year. In 2015, nine out of ten users beat the market and the median return was 35%. We started as a small company in San Diego, with a big dream. Now we have offices both in USA and Europe with users in over 139 countries. Of course we didn’t do this alone, we worked with the best partners within brokerage, clearing, and banking. Our mission is to simplify investing for everyone in the world and won`t stop until we achieve this task. We have an abundance of innovative features and technology in the pipeline, and our community participates on every aspect along the way. The beautiful thing with SprinkleBit is that the more people we are the better we do, so come along and join our journey towards financial freedom.
Cornelius is a Nashville, TN-based company in the Financial Services sector.
AFTRA-SAG Federal Credit Union is a Sherman Oaks, CA-based company in the Financial Services sector.