Atlanta, GA Northside Pkwy NW Office

Builder Investment Group provides discretionary portfolio management to a range of clients including individuals (including high‑net‑worth clients), pension and profit‑sharing plans, foundations, trusts, estates and corporate entities. Its advisory services cover traditional public securities and also include privately offered pooled investments such as private equity, real estate interests and private debt.

The firm typically constructs and revises custom portfolios based on client objectives, risk tolerance and suitability factors and conducts ongoing account reviews at least quarterly; it employs both fundamental and technical analysis and may aggregate or batch trades for execution. BIG does not charge performance‑based fees, does not participate in soft‑dollar arrangements, and generally seeks best execution when selecting brokers for client trades.

What is distinctive about the firm is its role in managing pooled vehicles and serving as a fund sponsor or syndicator—certain associated persons act as general partners in partnerships in which clients invest—arrangements that can result in the firm being deemed to have custody. With approximately $952.5 million in assets under management while operating with a small advisory team, the firm’s AUM per advisor is materially higher than is typical for team firms in its peer group.