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Portfolio Management

About

The Portfolio Management team at Ballentine Partners, LLC is responsible for devising and implementing tailored investment strategies to meet the unique financial needs and goals of their diverse clientele. This includes managing and analyzing client portfolios, conducting quantitative research, evaluating impact investments, and ensuring smooth portfolio operations. By integrating sophisticated investment advice with deep planning expertise, the team focuses on delivering objective, client-centric solutions that align with Ballentine Partnersā€™ commitment to serving clientsā€™ best interests.