Homrich Berg Wins National Award

Homrich Berg Wins Best-in-Business IMPACT Award™

ATLANTA – Homrich Berg, Atlanta’s largest fee-only wealth management firm, has been named the recipient of the Charles Schwab & Co., Inc. Best-in-Business IMPACT[reg-circle] Award™.  Charles Schwab, a leading provider of custodial, operational and trading support for over 7,000 independent investment advisory firms, announced the national winners of its eighth annual IMPACT Awards® this morning – an awards program that recognizes advisors and firms that have advanced the industry.

Homrich Berg received the Best-in-Business IMPACT Award™ for its excellence in business management during the ceremony at Schwab’s IMPACT[reg-circle] 2013 conference in Washington, DC.  Founded in 1989, and now with more than $3 billion in assets under management, the firm is known for its personalized brand of small-firm service coupled with big-firm resources and expertise. Combining comprehensive financial planning and investment management to serve as the financial team leader for its clients, Homrich Berg delivers individualized advice to more than 900 high-net-worth families and not-for-profits across the country.

“We were founded on a fundamental commitment to fiducairy full service wealth management, and we have stayed true to that mission as we have grown over the past 24 years, said Homrich Berg co-founder and CEO Andy Berg.  “Our focus on innovation and excellence is ultimately driven by our desire to provide the best possible service to our clients, and our client focus drives everything we do.  We are thrilled to receive this honor and look forward to continuing to grow and innovate to meet our clients’ needs.”

Key components of Homrich Berg’s overall strategy include a strong commitment to a growth oriented strategic plan, investing in a team with diverse expertise to provide first class high-touch client service, investing in a full time investments team to research and monitor private and public investments, and using technology innovations to improve the client experience and the firm’s efficiency.

“We commend Homrich Berg on its Best-in-Business IMPACT Award for 2013,” said Bernie Clark, executive vice president and head of Schwab Advisor Services. “The firm exemplifies in spirit and in practice a standard that all RIAs can benefit from.”

Schwab made a significant donation to the American Diabetes Association on behalf of Homrich Berg.

Homrich Berg and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”).  Schwab does not prepare, verify or endorse information distributed by Homrich Berg.  The Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards[reg-circle] program, is not an endorsement, testimonial endorsement, recommendation or referral to Homrich Berg with respect to its investment advisory and other services.

About the IMPACT Awards[reg-circle]

Independent registered investment advisors have fundamentally changed the financial services landscape by providing independent investment advice to high-net-worth investors. Established by Schwab in 2006, the IMPACT Awards recognize these contributions by honoring advisors and firms that have advanced the industry through their exemplary business practices.

The Best-in-Business IMPACT Award™ goes to an independent investment advisory firm that has been in business for at least 10 years and has a track record of growth and excellence, as well as best-in-class technology solutions that have helped expand market reach, responsiveness and operational efficiencies. The Pacesetter IMPACT Award™ pays tribute to a firm in business 10 years or less that has shown initiative, growth and promise, as well as a focused use of technology to extend its reach. The Trailblazer IMPACT Award™ recognizes an independent advisory firm that is setting new forges new ground in the RIA space by combining entrepreneurial spirit with a drive to advance the industry’s interests as a whole.

In addition to the IMPACT Awards, Schwab engages in a wide range of efforts to support and advance the independent advisory industry. Activities include donations to non-profit organizations and universities, as well as providing a voice in Washington, D.C., on regulatory and public affairs issues that matter to RIAs. Schwab Advisor Services also is the driver behind RIAStandsForYou.com, a multi-media advertising campaign supporting independent RIAs with the goal of increasing awareness of the independent advisory model among high net-worth investors.

For more information on the IMPACT Awards program, visit http://impact.schwab.com/awards/about.html.

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.