The achievement of any professional degree, designation, certification, or license, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results of satisfaction if Ballentine is engaged, or continues to be engaged, to provide investment advisory services.
Important Disclosures
ADV Part 1
Our ADV Part 1 can be found here.
ADV Part 2A
Our ADV Part 2A can be found here.
ADV Part 3 (Form CRS)
Our ADV Part 3 – Client Relationship Summary can be found here.
Professional Designation Disclosure
Notice Regarding California Consumer Privacy Act of 2018 [1798.100-1798.199] and The California Privacy Rights Act of 2020 that was enacted into law with the passage of Proposition 24
We do not sell personal information to third parties. We do not sell or share personal information for Cross-Context Behavioral Advertising on our website. We have contracted with some unaffiliated third party service providers who provide essential services to our clients and we share personal information with them for that purpose. Our client service agreements also give us discretion to share personal information with a client’s advisors to develop and implement recommendations in which a client has expressed an interest. All such disclosures are covered by confidentiality agreements.
To learn more about your rights under the CCPA and the CPRA, or to exercise your rights, please call us at any of our offices, or at this toll free number:1-888-234-7210, or contact us at myccparights@ballentinepartners.com. We will respond promptly to verify your request and to provide the information you requested free of charge within forty-five (45) days of your request.
News and Press
You should not infer that the rankings and awards Ballentine Partners has received provide any guarantee or assurance that you will experience the results you desire to achieve by engaging us to provide advice or services. All industry rankings and awards are based exclusively on information prepared and submitted by firms that decided to participate. No ranking or award should be construed as a current or past endorsement of Ballentine Partners, LLC by any of our clients. We will be glad to answer any questions you have regarding rankings and awards, including providing the criteria used for any ranking or award.
Please Note Limitations Associated with Surveys and Rankings
Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ballentine is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see individual post as to participation data). No ranking or recognition should be construed as a current or past endorsement of Ballentine by any of its clients. ANY QUESTIONS: Ballentine’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
The achievement of any professional degree, designation, certification, or license, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results of satisfaction if Ballentine is engaged, or continues to be engaged, to provide investment advisory services.
Overview and Wealth Management sections
Ballentine Partners, LLC does not serve as an attorney, accountant, or insurance agent. Ballentine Partners, LLC does not prepare estate planning documents or tax returns, nor does it sell insurance products. Please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
Client Stories
None of the stories presented here should be construed by you as a guarantee that you will experience the results you desire to achieve by engaging us to provide advice or services.
Healthy, Wealthy & Wise book collection and related research
Coventry Edwards-Pitt, CFA®, CFP® is a Partner of Ballentine Partners (“Ballentine”) and the Chief Creative Officer & Founder and Director of The Center for Family Well-being. Ballentine is an investment adviser registered with the United States Securities and Exchange Commission, principally located in Waltham, MA. The book content is for information purposes only and does not provide any personalized advice from the author to the reader that is based upon the reader’s specific situation or objectives. To the contrary, no reader should assume that this book serves as the receipt of, or a substitute for, personalized advice from the investment and/or other professionals of his/her choosing. The author is not a lawyer or accountant. No portion of the content serves as personalized investment, legal, accounting, tax, or insurance advice. Please remember that different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced and/or recommended in the book), or any non-investment related content (including financial planning topics), will be profitable, equal any historical performance levels, be suitable for a reader’s individual situation, or prove correct. Certain portions of the book may reflect positions and/or recommendations as of a specific prior date, and may no longer be reflective of current positions, recommendations, or laws. Moreover, any case studies illustrate the hypothetical experience of a fictitious client based on a scenario that an actual client might experience. The scenario is designed to help illustrate how Ms. Edwards-Pitt might provide services to similarly situated clients. Keeping in mind that no two clients, situations, or experiences are exactly alike, and no case study should be construed as an endorsement of Ms. Edwards-Pitt or Ballentine by any of its past or current clients, nor any assurance that Ms. Edwards-Pitt or Ballentine may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Ms. Edwards-Pitt or Ballentine is engaged, or continues to be engaged, to provide investment advisory services. PLEASE NOTE: LIMITATIONS. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ms. Edwards-Pitt or Ballentine is engaged, or continues to be engaged, to provide investment advisory services.