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04.13.2013
Currency Hedges Boost ETFs
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.
Tags 
ETF,
currency hedges,
Atlanta wealth advisory
05.10.2013
Acquiring Minds: Buying a business should add value to firm, not just expand its size
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.
Tags 
RIA,
Atlanta Wealth Advisor,
acquisition
05.02.2013
M&A Amoug RIAs Drop
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.
Tags 
RIA,
Atlanta Wealth Advisor,
M&A
04.10.2013
Emerging RIA: Atlanta Capital Group
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.
Tags 
RIA,
Wealth Advisory,
Atlanta
02.17.2013
Leaving Lockheed: Employees facing retirement talk strategy
In December, Lockheed Martin announced it was moving 560 positions from Marietta, Ga. to Texas. The Marietta Daily Journal talked retirement strategies with Atlanta Capital Group Managing Partner Rich Artzi and how longtime employees can best weather the changes.
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Lockheed Martin,
Retirement Planning,
RIA
01.29.2013
Atlanta Capital Group Acquires RIA
Optimum Growth Advisors, LLC, a registered investment advisory firm based in New York and Boston, has merged with Atlanta Capital Group, adding $141 million of assets under management, bringing total assets of Atlanta Capital Group to more than $950 million.
10.26.2012
Atlanta Capital Group Celebrates 10 Years
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.
Tags 
Atlanta Capital Group,
RIA,
wealth advisor
09.21.2012
Atlanta Capital Group Named Top Money Manager
Each year, Atlanta Business Chronicle publishes the Top 25 Money Managers in metro Atlanta. Atlanta Capital Group made the cut.
08.17.2012
Retirement plan contributions can be tax tool
Atlanta Capital Group Managing Partner Kevin Rainwater advises corporations on how to reduce tax liabilities through retirement planning.
06.08.2012
Heading to Washington
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.