Balentine Sponsors the 12th Annual Atlanta Jewish Film Festival
i-Newswire,
2012-01-25
Balentine, an independent, employee-owned investment advisory firm, is a proud sponsor of the 12th annual Atlanta Jewish Film Festival (AJFF). The Atlanta Jewish Film Festival is Atlanta’s largest film festival.
Balentine Surpasses $1 Billion in Assets Under Management
i-Newswire,
2012-01-20
Balentine, an independent, employee-owned investment advisory firm, announced today that it has surpassed $1 billion in assets under management.
Balentine Named One of Atlanta's Best Places to Work
i-Newswire,
2011-09-20
The Atlanta Business Chronicle named Balentine one of Atlanta’s Best Places to Work in 2011.
Joe Stallings, Balentine’s Director of Communications, Elected to the Board of the Frazer Center
i-Newswire,
2011-08-11
Joe Stallings, Balentine's Director of Communications, has been elected to the Frazer Center Board, a not-for-profit organization that provides family and community based services to children and adults with physical and developmental disabilities.
Rob Ragsdale, Managing Director at Balentine, Elected to the Board of the Marbles Kids Museum
i-Newswire,
2011-07-26
Rob Ragsdale, Managing Director of Balentine’s Raleigh office, has been elected to the board of the Marbles Kids Museum. Marbles Kids Museum features a series of interactive galleries and exhibits that promote creative thinking and active learning.
CoPilot Financial Announces ‘Flight Plan’ Financial Planning Process
i-Newswire,
2011-07-19
San Jose-based CoPilot Financial, a privately-held financial services firm focused on helping young families build wealth and reach their goals, today announced their ‘Flight Plan’ approach to financial planning.
Balentine Announces Summer Reading List
i-Newswire,
2011-07-06
Balentine announced its 2011 Summer Reading List. This list of 10 books ranges from a biography of the tumultuous life of R.J. Reynolds to the Pulitzer Prize winning classic, To Kill a Mockingbird.
Balentine Named One of Investment News' Top Ten Up and Coming Registered Investment Advisors
i-Newswire,
2011-07-06
Balentine, an independent, employee-owned investment management firm serving individuals, families and not-for-profit institutions, was named one of InvestmentNews’ top ten up and coming Registered Investment Advisors (RIA).
CAMRI And IMAS Form Partnership In Leading Investment Management Developments
i-Newswire,
2010-11-30
NUS Business School’s Center for Asset Management Research & Investments and the Investment Management Association of Singapore have formed a strategic partnership to spearhead innovations and developments in the investment management industry.
Atlanta's Premier Wealth Advisors, "It's Your Wealth" at Platinum Investment Advisors, Inc.
i-Newswire,
2010-08-11
Call us for an appointment to discuss your specific situation 404-593-7707.
S.E.A. Investment Management and Post Road Advisory (SIMPRA) Enter Into A Cooperation Agreement
i-Newswire,
2010-06-19
Christopher Andoh, CEO and Founder of S.E.A. Global Enterprises Corporation and Maurice Johnson, Executive Director of Post Road Advisors enter a cooperation agreement to offer emerging market advisory and fund management services.
Tactical Allocation Group, LLC (“TAG”) Hits $1 Billion AUA
i-Newswire,
2010-06-08
BIRMINGHAM, MI. June 8, 2010 — Tactical Allocation Group, LLC (“TAG”) crossed $1 Billion Assets Under Advisement (AUA) at March 31, 2010. TAG is the industry leader in separate account management of exchange traded index fund (ETF) portfolios.
Wittenberg Law, A Boutique Law Office in Santa Monica, California, Announces the Launch of Investment and Wealth Management Legal Services
i-Newswire,
2010-02-08
Wittenberg Law PC, a boutique law office in Santa Monica, California, announces the launch of new legal services designed to counsel clients in connection with their private investment and wealth management needs.
Trendline Financial Solutions, Family Financial Planning
i-Newswire,
2009-11-04
Trendline Financial Solutions offers Personal and Family Financial Planning and Investment Management in West Hempstead, Southold and Great Neck in New York
Hutchinson Financial Featured in Research Magazine
i-Newswire,
2009-10-14
Arkansas Advisor knows how to ask what retirement clients want.