Wealth management firm Buckhead Investment Partners is rebranding as BIP Wealth.
Founded in 2007, the fee-only registered investment advisory firm is located in the Buckhead area of Atlanta and oversees more than USD850 million in investment assets for its clients, consisting of families and individuals.
The new branding includes a name change and new logo and the firm’s website has been refreshed. The new branding is aimed at reflecting the firm’s commitment to continuing to partner with and serve its clients by bringing family-office style investment sophistication to the mass affluent. BIP Wealth says its identity is rooted in an innovative wealth-creation engine which is propelled by a blend of science-based investment methodologies, a focus on technology innovation and a deep commitment to openness and transparency with clients.
“The changing wealth-management landscape means that our clients are looking for an investment firm which not only manages their wealth, but helps create it,” says Bill Harris, co-founder of BIP Wealth. “By repositioning our team as BIP Wealth, we’re emphasising our commitment to meaningfully improve the lives of our clients. After all, we believe the true meaning of wealth represents more than financial security. That’s why BIP Wealth focuses on a holistic approach to wealth creation and investment with an emphasis on highly personalised services.”
The firm consists of 24 team members, including 11 advisors reflective of nearly 150 years of combined wealth-management experience. BIP Wealth provides a comprehensive set of highly tailored wealth-management services for successful professionals, business managers, corporate executives, professional athletes and those planning for or already enjoying retirement. The firm’s ability to offer family-office style investing to the mass affluent, combined with options for private-market investments and an investment philosophy rooted in Nobel Prize-winning financial research, are key differentiators.