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 adviser located in Atlanta, Georgia. HB and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisers by those states in which HB maintains clients.

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 Website 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 personalized 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 Website 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 2A, the execution of an investment management agreement and/or financial planning agreement by the client and the advisor.

Client Stories are shared for illustrative purposes only and are not intended to imply an all-inclusive inventory of: 1) recommendations made by Homrich Berg to its clients; nor 2) success stories facilitated by Homrich Berg. Rather, the examples represent samples we believe will assist a prospective client in making an informed decision. Further, not all clients will necessarily receive the same advice or level of service as those outlined, as HB provides customized services based upon the nature of each client’s needs.

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.

Facts What Does Homrich Berg Do with Your Personal Information?
WHY? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
WHAT? The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social security number
  • Income
  • Account balances
  • Assets
  • Investment experience
  • Transaction history
HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Homrich Berg chooses to share; and whether you can limit this sharing.
Reasons We Can Share Your Personal Information Does Homrich Berg Share? Can You Limit This Sharing?
For our everyday business purposes – such as dealing with custodians like Charles Schwab, Fidelity Investments in managing and servicing your brokerage accounts Yes No
For our marketing purposes – to offer our products and services to you No We don’t share
For joint marketing with other financial companies
No We don’t share
For our affiliates’ everyday business purposes – If you hold any HB Funds, we share information with our Funds to oversee your investments
Yes No
For our affiliates’ everyday business purposes – information about your creditworthiness
No We don’t share
For our affiliates to market to you No We don’t share
For non-affiliates to market to you No We don’t share
To Limit Our Sharing Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing
Questions? Call Christopher Casdia at 404-264-1400 or send an email to casdia@homrichberg.com