Investment Management

Homrich Berg Family Office has a dedicated investments team focused on ensuring that we can provide an investment strategy aligned with your goals and tolerance for risk.

In addition to traditional investments in each asset class, most high net worth families utilize alternative investments to pursue superior returns - funds and strategies not available to the average smaller investor. Homrich Berg Family Office has staff dedicated to sourcing, analyzing, and performing due diligence related to alternative investments. We gain access to elite offerings from the institutional brand names as well as smaller niche players - even if these firms also have in-house wealth management services.

All investment options including alternatives are always evaluated for each individual family relative to the financial plan goals, need for liquidity, desired risk vs. return, and personal fit. We use quantitative and qualitative factors to screen our managers, and all managers are approved by our investment committee. Once chosen, we continually monitor managers, evaluate performance and make changes, as necessary.

The following charts provide an overview of how we approach the investment planning process both initially and over time:

Understand Client Goals

Analyze Current Situation

Develop Target Allocation Model

Do Current Investments Fit New Game Plan?

  • Desired liquidity
  • Desired reserves
  • Target cash income from investments relative to family living expenses
  • Targets for life stages
  • Attachments to certain past investments
  • Risk tolerance
  • Assess current portfolio of holdings
  • Understand any key future major positive or negative cash flow events
  • Build projected cash flow model
  • Revise portfolio to align with goals and cash flow needs
  • Assess managers
  • Assess track record and fit with overall goals

 

Execute Portfolio Game Plan

Provide Consolidated Reporting

Review And Refine

  • Reallocate investments and use new managers as appropriate
  • Show full picture of portfolio performance and comparable benchmarks over time
  • Share relevant results with tax professionals as needed
  • More information on reporting in appendix
  • Assess game plan as life events occur or goals change
  • Continuous independent review of managers within the portfolio