Homrich Berg’s Assets Under Management Rise Over $4 Billion Mark

March 23, 2015

ATLANTA –  Homrich Berg has continued its consistent growth by passing the $4 billion mark for assets under management.

The growth of the firm has largely come from continued client and advisor referrals and the awareness of the importance of choosing an experienced fiduciary advisor.

“My partners and I are proud to achieve this milestone,” said Andy Berg, Chief Executive Officer of Homrich Berg.  “It is a testament to the client service that our staff provides every day.  Our clients are fantastic and we appreciate their trust and confidence.”

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $4 billion for over 1300 family relationships nationwide.

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve. 

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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.