HB Invests in Risk Management Expertise

Kruti

Our new Chief Risk Officer Kruti Bolick discusses the proactive approach we’re taking to risk management as we pass $10B in AUM and expand outside the Atlanta region via RIABiz

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This document is for information purposes only and does not constitute an offering of any product. Certain of the information herein is forward-looking in nature, such as forecasts, projections and other assessments of potential future outcomes. There is no assurance that the results contemplated by such statements will occur, or that actual results will not vary materially.

Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.