Privacy Policy & Disclosure Statement

Terms & Conditions

Please read the following terms and conditions (“Terms and Conditions”) carefully before using this Web site (“Site”). You should review these terms and conditions regularly, as they may change at any time at our sole discretion.

Homrich Berg is an SEC-registered investment advisor located in Atlanta, Georgia. HB and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which HB maintains clients. HB may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registered requirements. A copy of HB’s current disclosure statement (form ADV Part 1) containing HB’s business operations, services, and fees, is available by accessing the SEC website. HB will provide form ADV Part 2A to interested parties upon request.

This Site is published in the United States for residents of the United States. HB is not soliciting business in international jurisdictions where it is not registered.

Nothing on the HB Web site should be constructed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. HB does not render or offer to render personal investment advice or financial planning advice through our Web site. HB’s specific advice is given only within the context of our contractual agreements with each client. The HB Web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Advice may only be rendered after delivery of Form ADV Part 2, the execution of an investment management agreement and/or financial planning agreement by the client and the advisor.

Our Site is provided to you without charge as a convenience and for your information only. By merely providing access to our Site content, we do not warrant or represent that:

  • The content is accurate or complete;
  • The content is up-to-date or current;
  • We have a duty to update any content;
  • The content is free from technical inaccuracies or typographical errors;
  • The content is free from changes caused by a third party; and
  • Your access to our Site will be free from interruptions, errors, computer viruses, or other harmful components.

We do not assume any liability for these matters. In other words, you use our Site at your own risk. Under no circumstances, including but not limited to negligence, shall we be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this Site, even if one of our representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.

All Web pages are intellectual property of HB and are protected by copyright laws. All copyrights for HB’s Web presence are owned by HB with all rights reserved.

Homrich Berg (“HB”) protects the privacy of its clients.

2014 Privacy Notice

Key Definitions and Trademark Information

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Retention rate is calculated by Homrich Berg using past five years of client data.  This data should not be construed as a past or current endorsement of Homrich Berg by its clients or a guarantee of the results that a new client will receive.


Interesting in learning more? Click here to contact us.