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E-book: A Primer on Private Alternative Investment Opportunities

E-book: A Primer on Private Alternative Investment Opportunities

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Cover of an e-book titled Alternative Investments: Are They Right for Your Portfolio? by Homrich Berg. On the right, two people are reviewing financial documents, including graphs and charts.

Alternatives: Are they right for your portfolio?

A Primer on Private Alternative Investment Opportunities

Download the e-book to understand the opportunities in private alternative investments and how Homrich Berg can help you navigate this complex category to find the potential fits for your portfolio.

E-book Contents
  • Introduction
  • What are Private Alts?
  • Why Private Alts are Expanding
  • Why Invest in Private Alts
  • What to Consider Before Investing
  • Homrich Berg and Private Alts
  • How We Implement Alternatives
  • Conclusion

Investing entails risk, including potential loss of principal. Private alternative investments are not for every client, are not risk-free, are not liquid investments, and there is no guarantee of achieving superior performance compared to similar liquid investments. This page is not a recommendation.

Download the E-book

Who Is Homrich Berg

FOUNDED IN 1989
Providing fee-only fiduciary advice for over 35 years

INDEPENDENT
Not owned by a bank or brokerage firm

CLIENTS IN 48 STATES
Based in Atlanta and managing over $18 billion of AUM for clients across the U.S. (as of December 31, 2024)

98%
Client retention rate

ALTS EXPERTISE
Investing in private alternatives for 25+ years

ALTS NETWORK
Managing 100+ active alternative manager relationships

What You Need To Know About Private Alternatives

More accessible than ever, nontraditional investments such as private alternatives, or “alts,” are becoming popular among individual investors

That’s because these investment solutions may enable clients to address their capital-appreciation and income objectives while potentially enjoying a measure of protection against inflation. A complement to traditional equity and fixed-income investments, private alts can also potentially help improve diversification, increase potential return, and manage portfolio volatility for those investors who meet certain suitability requirements and are able to add illiquid funds to their portfolio.

Learn more about private alternatives and Homrich Berg’s approach to these types of investments.

Download the e-book

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Homrich Berg Logo
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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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