Dear Prospective Clients,
Buckhead Investment Partners is focused on providing four distinct value propositions to clients:
Those four areas of focus have set Buckhead Investment Partners apart from brokerage houses and most investment advisory firms. We pride ourselves on providing a better experience for our investors, and it starts from the very first time we meet with prospective clients.
In that meeting, we seek to gain a full understanding of that person’s unique financial circumstances. By “full understanding” we mean that we will know far more about our clients than just their tolerance for risk and their return objectives. This deeper understanding of our clients’ financial health gives us an advantage in serving our clients. Essentially, we become a partner in the wealth creation or preservation process. That partnership is supported by a four-part value proposition:
Our investment philosophy and platform is truly world class. We integrate the very best that financial science has to offer in building public-market portfolios. In conjunction with our public-market investment approach, we also use select alternative investments to increase diversification, augment returns, and leverage situations where the skills and experience of our management teams are well-suited. Most importantly, all our employees put their money behind the same strategies that we recommend to clients. At BIP, we put our money where our mouth is.
Providing top-tier service is equally important to us. First and foremost, we are always accessible to our clients. Our system of quarterly client meetings and performance reviews insures that we are always informed of changes in our clients’ lives. Staying in close contact with our clients enables us to provide meaningful and proactive advice to clients in a timely manner. When it comes to financial advice, we do not stop at simply placing trades and rebalancing portfolios; our staff has deep knowledge of financial, estate, and tax planning. We provide assistance in these areas at no additional cost to our clients. In our view, this is all part of excellent service.
We firmly believe that wire house brokerages and many investment advisor firms overcharge for the services they provide. Moreover, they overcharge for their services in a way that is purposefully hidden or confusing. That does not happen at Buckhead Investment Partners. We strive to provide excellent investment advice at a low, transparent price. You can think of us as the anti-Wall Street investment firm.
Our team is experienced, well-credentialed, and most of all, screened for integrity. Our Relationship Managers have years of experience in coordinating the financial affairs of individuals. Our Portfolio Managers have years of experience in successfully investing through various economic environments. And, the managers of our Alternative Investments have all built outstanding track records by investing in non-publicly-traded assets. In most cases, we don’t have to hire other managers to manage your investments, we have our own subject matter experts on staff.
If you would like to learn more about Buckhead Investment Partners, please contact us to set up a meeting or a free consultation today.