Investment News, the source of essential news and analysis for financial advisers, has ranked Atlanta Capital Group among the 10 largest in the state of Georgia in terms of assets under management.
For the second straight year, Financial Advisor Magazine, the essential source of market information and strategies for the wealth investment industry, has named Atlanta Capital Group to its 2016 Registered Investment Advisers (RIA) Ranking.
Atlanta Capital Group, a private wealth advisory firm serving high-net worth clients through offices across the Southeastern United States, New York and Texas, has hired Matt Norris as a retirement plan specialist. He has been named a Managing Partner. By leveraging ACG’s resources and an expertise in information technology Norris will assist clients with tailored retirement planning solutions.
Greg Silberman, CFA, was asked to participate in a 2016 Economic Forecasting Event hosted by the Atlanta Society of Finance and Investment Professionals. His insights were deemed newsworthy and ran in the AJC.
Financial Advisor Magazine, the essential source of market information and strategies for the wealth investment industry, has named Atlanta Capital Group one of the Top Registered Investment Advisers (RIA) in the country.
Atlanta Capital Group has been named a Top Registered Investment Adviser (RIA) by The Financial Times, FT.
Investment News, the source of essential news and analysis for financial advisers, has ranked Atlanta Capital Group as one of the Top Registered Investment Advisers(RIA) in the country and in the Top 10 in the state of Georgia.
Atlanta Capital Group Managing Partner Kevin Rainwater has been named a Top 401 Retirement Adviser by The Financial Times.
Managing Partner Kevin Rainwater weighs in.
Atlanta Capital Group interviewed about its acquisition model.
Founding Principal Partner discusses trends in commissions.
Chief Investment Officer talks alternative investments in Financial Quarterly.
Chief investment officer discusses ‘unconstrained’ products with Investment News.
Investment News talks to Greg Silberman with Atlanta Capital Group about one of the largest active global fixed income investment managers in the world.
Banking and finance reporter breaks news of Atlanta Capital Group’s move to hire a new Chief Investment Officer.
ACG makes its 13th acquisition, establishing a foothold in the Research Triangle of North Carolina.
ACG honored as one of the fastest growing companies in the metro Atlanta region at Atlanta Business Chronicle’s annual Pacesetters event.
Mark Bedner, a seasoned financial industry veteran and founder of The Merchant Bank, becomes regional managing director for ACG’s southeastern coastal markets.
Investment News taps Principal Managing Partner David Millican to discuss changes in the wealth advisory industry.
Principal Managing Partner and Founder Jeff Shaver discusses major acquisition with Investment News.
David Crook, global economist for Atlanta Capital Group, was born and raised in South Africa. He shared his first-hand experiences with Madiba with the Atlanta Business Chronicle.
Atlanta Capital Group announced Wednesday that it had surpassed $1 billion in assets under advisement with the merger of neighboring PFM Capital Holdings, a private family office based in the Peach State. This is the eleventh such deal for Atlanta Capital, whose East Coast presence stretches from Massachusetts to Georgia.
Atlanta Capital Group has added wealth management consultant and retirement plan specialist Alex Reffett and retirement services team member Amber Smiley to its Buckhead office.
Atlanta Capital Group has purchased two companies during the past year. David Millican, principal of the firm, said one of the first things to do is to evaluate the value of the company you are looking at buying, both what the market believes and what it’s worth to your business.
Atlanta Capital Group’s January acquisition of Optimum Growth Advisors was one of a few deals in early 2013, which has seen a decline in M&A activity year to year.
More U.S. investors are turning to exchange-traded funds built to hedge currency swings. Atlanta Capital Group, a private wealth manager that oversees $950 million, bought into the db X-trackers MSCI EAFE Hedged Equity ETF late last year.
Ten years ago, three top advisors from Morgan Keegan broke away to launch their own firm and have been on an acquisition tear ever since.
Atlanta Capital Group celebrated it’s first decade in business with a reception at the St. Regis Hotel Sept. 20. Founding partners Jody Young, David Millican and Jeffrey Shaver started the hybrid wealth advisory firm in 2002 by combining the best aspects of financial advising with the ability to trade and move assets.
Leaving Lockheed:Employees facing retirement talk strategy.
Each year, Atlanta Business Chronicle publishes the Top 25 Money Managers in metro Atlanta. Atlanta Capital Group made the cut.
Atlanta Capital Group Managing Partner Kevin Rainwater advises corporations on how to reduce tax liabilities through retirement planning.
Atlanta Capital Group managing partner David Millican told members of the U.S. Senate and House of Representatives the effects of the Dodd-Frank Act and proposed changes to the Employee Retirement Income Security Act would reach all his clients. “The ground is shifting beneath our feet in terms of new regulations related to financial services,” Millican said.
Atlanta Capital Group principals say uncertainty in Europe and overvalued commodities are clouding the financial picture for the coming year.
Atlanta Capital Group continues to expand with the planned opening of its third office in Birmingham, Ala. The expansion will be the firm’s second this year following the opening of a new office in St. Simons, Ga., this past June.
Atlanta Capital Group, an independent wealth adviser, said it will open an office this year in Birmingham. The Birmingham office will be the Atlanta-based firm’s third, after a second location that opened this year in St. Simons, Ga. the firm was founded in 2002 by principals David Millican, Jeff Shaver and Jody Young.
Atlanta’s biggest public companies had a seemingly successful third quarter, but the markets are still fretting over the European debt crisis. A driving problem is the entanglement of U.S. equity markets and the many crises shaking the Eurozone, said Jody Young, senior managing partner at Atlanta Capital Group, which manages $700 million. “Our markets are tracking what the European markets are doing,” he said.
In an economy with as many undulations as the current one, it’s also about managing emotions and expectations, said Jeff Shaver, co-founder, principal and managing partner of Atlanta Capital Group. Atlanta Capital helps manage the finances of clients ranging from endowments to people with high net worth.
Atlanta Capital Group acquired a $75 million brokerage practice on St. Simon’s Island, growing the investment firm to $650 million in assets under advisement.
Atlanta Capital Group moves preserved their clients’ wealth in advance of the market carnage. The moves speak to a larger change in the mindset of the traditional wait-it-out school of investing.
With the market losing more than 500 points in one day SmartMoney puts the spotlight on Atlanta Capital Group and Founding Partner Jody Young and other smart brokers who moved their clients’ assets out of harms way.
Founding Managing Partner David Millican talks about the effect of Standard & Poor’s downgrading the United States’ credit rating.
Registered Rep. magazine ranks advisors by assets under management. Atlanta Capital Group was No. 39 in the nation.