Battle Investment Group

3715 Northside Parkway Nw
Atlanta, GA 30327

Website: battleinvestmentgroup.com

Firm Size

• Assets Under Management (AUM):$203 Million
• Number of Funds:3
• Employees:7
• Firm Type:Private Equity
• Focus Areas: Services
  

Description

Battle Investment Group, LLC is a financial services company based in Atlanta, Georgia. Established in Atlanta, GA, the company focuses on providing a wide range of investment services including portfolio management, financial planning, and investment advisory services to individuals, families, and businesses. They aim to assist clients in achieving their financial goals and empower them to make informed investment decisions. Battle Investment Group, LLC operates with a client-centric approach, prioritizing personalized solutions tailored to each client's specific needs and financial objectives. Their team of experienced investment professionals brings expertise in various asset classes, ensuring a well-diversified portfolio approach. They believe in maintaining a long-term investment strategy, emphasizing the importance of disciplined investment practices to maximize returns and minimize risk for their clients. In addition to managing the investment portfolios of their clients, Battle Investment Group, LLC also offers comprehensive financial planning services. They assist clients in creating customized financial plans, taking into account their income, expenses, savings, investments, and retirement goals. By providing ongoing monitoring and guidance, they help clients stay on track to achieve their financial milestones. Being an independent financial firm, Battle Investment Group, LLC prioritizes transparency and objectivity in their investment advice. They evaluate a wide range of investment opportunities and select investments based on thorough research and analysis. By aligning their interests with those of their clients, they strive to generate sustainable returns and build long-lasting relationships. Overall, Battle Investment Group, LLC is a reputable financial services company in Atlanta, GA, committed to providing comprehensive investment solutions and financial planning services. With their client-centric approach and experienced team, they aim to help individuals, families, and businesses navigate the complexities of the financial world and achieve their financial goals.

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May 16, 2023: B&A Announces Strategic Acquisition of iDoxSolutions
B&A, a leader in systems integration and software development for the Federal government, announced the acquisition of iDoxSolutions, Inc. (iDox), a Bethesda based information technology and management consulting company. This acquisition marks a significant milestone for B&A as this is the first acquisition since their partnership with Battle Investment Group in 2022. The combined entity will offer more advanced IT capabilities across Federal and State & Local markets. iDox will operate as a wholly-owned subsidiary.