HB Invests in Risk Management Expertise

February 10, 2022
A person with long dark hair, wearing a gray blazer and green top, smiles warmly at the camera. The background is softly blurred, creating a professional and friendly atmosphere.

Our new Chief Risk Officer Kruti Bolick discusses the proactive approach we’re taking to risk management as we pass $10B in AUM and expand outside the Atlanta region via RIABiz

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

This document is for information purposes only and does not constitute an offering of any product. Certain of the information herein is forward-looking in nature, such as forecasts, projections and other assessments of potential future outcomes. There is no assurance that the results contemplated by such statements will occur, or that actual results will not vary materially.

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.