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Adrian Cronje's avatarPerson

Adrian Cronje

CEOBalentine

Atlanta, GA

Member Since December 2022

Skills

Investments
Investment Strategies
Equities

About

Experienced chief executive officer and founding partner in investment consultancy and fund management for the last several years. I have worked with different types of fund structures including public/private investments, strategic planning, family offices and more. Skilled in asset management (portfolio construction & analysis), equities (private equity), statistics strategies as well as other investment products. Strong entrepreneurship professional graduated from NMBU Zrich (Master Program - Financial Studies), Author of First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy.

Published content

article

Your clients will tell you how to run your business. But to scale it, you also need to look inside the company and focus on setting the stage for effective communication.

15 “cardinal rules” for entrepreneurs and business owners with money to invest

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As a long-time investor and entrepreneur in the wealth management industry, I’m passionate about guiding entrepreneurs with principles to live by when it comes to turning business success into long-term wealth and legacy.

Succession planning for millennial leaders

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Without a well-considered succession plan, you are undermining your potential to enshrine a legacy.

Four reasons to sell your business—and one reason you may want to stay in the game

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You sense it’s time to think about selling, and you need to clear the dollar signs from your eyes and think about your prospects. What are the most important considerations?

Resolve to have courageous conversations about your legacy in 2023

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It’s been said that legacy is planting a seed in a garden that you’ll never get to tend. What seed will you plant in 2023?

Company details

Balentine

Company bio

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. Balentine has been recognized both locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. We have been 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,” among others. 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.

Industry

Corporate leadership

Area of focus

Investment Management
Asset Allocation
Financial Planning

Company size

11 - 50