BIP Wealth

BIP Wealth (formerly Buckhead Investment Partners) is an investment advisory firm that helps their clients with investment decisions based on research and current conditions of the market. The services include comprehensive portfolio diagnostics, quarterly comprehensive performance reporting, comprehensive financial planning, budgeting, business exit planning and pension and tax planning. The firm works to determine the investment goals, risk tolerances and unique circumstances of their clients. BIP Wealth rebranded in April of 2018 in an effort to emphasize the firms commitment to managing and helping create wealth for their clients.

BIP Wealth works to build equity for their client through public and private equity investments. They work with their clients to help reduce their tax payments, pass on assets to the next generation and work to build a portfolio to protect against unforeseen life events.

For their public equity investments, they follow a strategy called "structured asset class" or "factor-based" investing, which they feel will perform better than traditional strategies and offer lower initial costs and better tax efficiencies. For their private equity investments, BIP Wealth gives their client the opportunity to invest in small companies BIP Wealth feels have great growth potential. An opportunity BIP Wealth believes gives their clients a better return to risk ratio for their portfolio and greater overall returns.