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Your Ballentine team is individually designed to meet your specific needs yet holistically committed to a human approach to wealth management. Our experienced and long tenured family of employees work closely with you to understand your criteria for success and deliver the unbiased, holistic counsel needed to achieve it.

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Recent Insights

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  • A Differentiated Approach to Direct Indexing

    Introduction We are big fans of ETFs. But our research shows that investors may see even better after-tax outcomes through direct indexing separately managed accounts (SMAs). The financial industry has also recognized this potential, and the marketing hype has reached a fever pitch. So we yet again must take a skeptical approach as we do […]

    April 23, 2024

  • Funding Private Investment Programs for Taxable Investors

    Written by Ben Daly, CFA, CAIA, CFP®, Senior Investment Advisor and Ryan Bachur, CFA, Senior Portfolio Manager For over three generations of professional investment management, rules, guidelines, and heuristics were developed for endowments, foundations, pensions, and other tax-exempt institutions.  They became the “law of the land,” ensconced in the investment and finance curricula taught around […]

    April 9, 2024