Call 404.264.1400

Facebook Twitter LinkedIn Instagram Youtube
  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure
  • Contact
  • Client Login
Homrich Berg Logo
  • About Us
    • The HB Difference
    • 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
        • Private Alternatives
        • Foundations and Nonprofits
        • Family Office
        • Financial Planning Services
          • Wealth Forecast
          • Administrative Services
          • Tax Planning
          • Estate Planning
          • Charitable Planning
          • Retirement Planning
          • Education Planning
          • Insurance Planning
          • Multi-Generational Planning
        • Investment Management
          • Key Investment Principles
          • Private Alternatives
          • Our Investment Expertise
          • Our Investment Process
          • Investment Risk Management
          • Investment Communication
  • 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
Barron's Top 100 RIA Firms 2022

Investment Risk Management

Investment Risk Management

  • Home
  • / Investment Management
  • / Investment Risk Management

Using a Wide Range of Monitoring and Measurement Approaches to Manage Risk at the Firm and Client Level for Investment Portfolios

Managing risk is a key component of all of our investment processes.  Risk management ultimately starts at the client level, where your client service team will work with you to understand your liquidity needs, risk comfort, target returns, and other unique factors that drive the construction of a portfolio appropriate for your unique situation.

At the broader firmwide level, our investments team is reviewing performance, monitoring managers, and regularly revisiting the assumptions underlying each investment decision in order to assess the diversification and risk among our managers.  We utilize software models that can run stress tests on example portfolios to evaluate the impact of different market shock events.  The Investment Committee is consistently focused on managing market risk, manager risk, concentration risk, and liquidity risk in general across our recommended investments.  For certain investments, it also is important to monitor and manage leverage risk, interest rate risk, sovereign risk, and derivative risk.  Operational due diligence and monitoring helps to address any concerns about how an investment manager is managing their own internal operation, including confirming the usage of independent auditors, third-party administrators, and outside counsel as well as an assessment of any valuation techniques if a private investment is involved.

Want to Discuss The Risks In Your Portfolio?

Contact Us

Our Locations

BUCKHEAD (HQ)

3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326

Alpharetta

2475 Northwinds Parkway
Suite 100
Alpharetta, GA 30009

Peachtree

3630 Peachtree Road, NE
Suite 940
Atlanta, GA 30326

Sandy Springs

333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328

Palm Beach

3835 PGA Boulevard
Suite 307
Palm Beach Gardens, FL 33410

Homrich Berg Logo
Facebook Twitter LinkedIn Instagram Youtube
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
  • 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
  • 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

© 2023 Copyright - Homrich Berg

  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure