HB Wealth in the News
HB Named to Atlanta Business Chronicle’s 2022 Best Places to Work List
We are proud to announce that we made Atlanta Business Chronicle’s 2022 Best Places to Work…
Homrich Berg Expands Investment Team, Adds Sarah Hauptman as Director of Real Estate
$11B Atlanta-based RIA responds to investor interest in real estate investments, enhances suite of private…
Homrich Berg Acquires $1.5B RIA Oakbridge Partners
ATLANTA — April 4, 2022 — Homrich Berg (HB) is pleased to announce that the…
Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2022
Homrich Berg is pleased to announce that CEO Andy Berg was named to Atlanta Magazine 500…
HB Invests in Risk Management Expertise
Our new Chief Risk Officer Kruti Bolick discusses the proactive approach we’re taking to risk…
Meet Homrich Berg’s Newest Principals
Homrich Berg (HB) is pleased to announce the appointment of Ford Donohue, Jeff Rosengarten and…
Homrich Berg Expands Management Team, Adding Chief Risk Officer Kruti Bolick and VP of Operations Randy Schultz
Leading Southeast RIA adds key personnel to support next phase of growth & infrastructure ATLANTA…
CIO Stephanie Lang, CFA Breaks Down Recent Market Trends
“If you look at what drove the market in 2021, a lot of that will…
CIO Stephanie Lang Cautions Investors About the Recent EV Rally
EV companies have rallied recently, but CIO Stephanie Lang, CFA cautions that when valuations are…
Principal Ross Bramwell joined Yahoo!Finance to Discuss the Infrastructure Bill’s Impact on the Markets
The full investment from the government infrastructure bill won’t be realized for several years. Ross…
Homrich Berg Expands Into South Florida Market With Addition of Experienced Family Office Advisor Team
Leading $10 billion RIA adds three-advisor, family-office team to open first location outside of Atlanta…
RIAs, Here are 4 Ways to Find Your Future New Hire
When it comes to recruiting new talent, there are many cost-free options to reaching young…
Three Ways COVID-19 Changed Mergers and Acquisitions
“The most important thing is not economics. It’s the culture fit,” explains Homrich Berg CEO…
RIA Industry M&A: Behind the Numbers
Have you read Schwab’s “RIA Industry M&A: Behind the Numbers” report? Our own Sammy Grant,…
HB Named to Financial Planning’s Top 105 Fee-Only RIAs
Financial Planning’s list of Top 150 Fee-Only RIAs is chosen based on an examination of…
Homrich Berg Named to Barron’s 2021 Top 100 RIA Firms
Homrich Berg is proud to announce being named to the Barron’s Magazine 2021 list of…
HB Named to Atlanta Business Chronicle’s 2021 Best Places to Work List
We are proud to announce that we made Atlanta Business Chronicle’s 2021 Best Places to…
Homrich Berg Announces Minority Investment from an Affiliate of New Mountain Capital
ATLANTA and NEW YORK — July 30, 2021 — Homrich Berg is pleased to announce…
Homrich Berg Ranked in FA’s 2021 Annual RIA Ranking
We’re honored to be included in Financial Advisor Magazine’s 2021 Annual RIA Ranking. As the…
CIO Stephanie Lang Returns to Yahoo!Finance to Discuss Last Week’s Fed News and Today’s Market Reactions
Despite the Fed’s announcement last week on an update to interest rate hike timelines, CIO…
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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.