Relationships are Built on Trust
Our clients have an ongoing personal relationship with their Relationship Manager. This person will provide guidance, listen, communicate, educate, as well as answer any questions. There are no additional fees for this reassurance that a seasoned professional is available to personally assist you in navigating the increasingly complex investment environment.
Providing Solutions Based on your Needs
We manage portfolios based on your investment objectives, risk tolerance, time horizon, and liquidity needs. Our clients expect us to offer solutions to address their needs and improve their current situation.
Holistic Approach to Customized Portfolios
We personalize your investment portfolio based on an overall asset allocation strategy. We utilize different asset classes such as Large Cap, Small Cap, International, Emerging Markets, Fixed Income, High Yield, Real Estate, and Alternative Investments. The broad range of investment vehicles used for implementation include: stocks, bonds, options, exchange traded funds (ETFs), mutual funds, and alternative investments.
Alternative Investments can Enhance Returns
For qualified investors, we believe Alternative Investments (Private Equity and Direct Real Estate) can enhance the risk-adjusted returns of your portfolio due to the low correlation to the public markets.
Ongoing Investment Monitoring & Management
Buckhead Investment Partners is a discretionary investment manager. We continually make investment decisions on your behalf based on our research and the current conditions of the market. This is an efficient approach to effectively implement investment decisions as we monitor and manage your portfolio.
The Importance of Rebalancing
Rebalancing occurs on an "as needed" basis - especially if the client's objectives or needs have changed. Communication is a cornerstone of our firm. We monitor and manage portfolios on a daily basis, but we will only make changes when it is warranted. We do not churn portfolios. We are not market-timers, but we will re-balance portfolios and strategies based on market conditions.
Maximize Returns with Tax Efficiency
Tax-efficiency is important to many of our clients. To others, maximizing returns is the most important element of success. Based on your goals and needs, we customize the strategy based on what is important to you.
Full Transparency of Fees
Cost-effectiveness is important to all of our clients. At Buckhead Investment Partners, we believe in full transparency of fees. We want to make sure you are fully aware of our fees and any internal fees charged by the investment vehicles we use.
No Conflicts of Interest with Unbiased Advice
Relationship Managers and Portfolio Managers are compensated for retaining existing clients and bringing new business to the firm. They are paid on total assets managed, instead of commission fees for certain products. There is truly no conflict of interest when we manage portfolios, because our objectives are aligned with those of our clients.
