Products & Services

The design and implementation of investments into a diversified portfolio are a key component of our value proposition. The execution of trades is an important factor when evaluating overall performance. Our firm has firsthand experience of trading on the floor of a major exchange, so our expertise in this area is another benefit to our clients. Not many firms can claim this advantage in the competitive marketplace.

For clients looking for capital preservation and periodic income, we will construct a customized bond portfolio based on the client’s income needs, marginal tax bracket, time horizon, and risk profile.

This covered call strategy is one of the flagship portfolios that differentiates our firm from the competition. With a proven track record of outperforming the benchmark while taking less risk, this strategy serves as a core investment for many of our clients.

We incorporate low-cost mutual funds in our investment strategy to achieve proper diversification in the global markets.     

ETFs are a low cost, diversification tool to track the broad market, a specific sector, industry, or country. They are diversified like a mutual fund, but they have the trading flexibility of a stock.  We incorporate ETFs into the broad strategy for our clients’ portfolios. 

For qualified investors, we make direct investments in privately-held companies that are looking to grow. 

Several of our clients have stocks and mutual funds with a low cost basis. We do not believe in immediately liquidating an entire portfolio and incurring a significant tax burden for our clients. Instead, we work with our clients to transition the portfolio over time. This could be over a couple of quarters or over a period of several years.

We have access to structured products such as equity collars and exchange funds. We will work with our clients to find the right solution based on the taxable consequences, liquidity needs, downside protection, and upside expectations.

Several of our clients are interested in generating income from their portfolios, because they would like a monthly distribution from their account. We can structure and manage a portfolio to meet these income needs by using a variety of dividend-paying equity funds and interest-paying bonds. We can also ladder maturities to provide liquidity when needed, or employ an option strategy to generate income from your existing stock portfolio.

Buckhead Investment Partners, LLC offers a 401(k) investment platform for small and medium size companies. We coordinate enrollment meetings, offer financial advice, pick the investments, and provide individual consultations to the employees of each company.

We provide an investment platform to manage all, or a portion, of a company’s profit sharing plan, based on the objectives of the plan.

We provide an investment platform to manage all, or a portion, of a company’s pension plan, based on the objectives of the plan.

We can provide an asset-managed solution for self-employed individuals and small businesses interested in SEP-IRAs.

We can provide an asset-managed solution for small businesses interested in adopting a SIMPLE IRA Plan for their employees.