FIRM OVERVIEW

Since 1970, Sheffield Investment (SIMI) has managed accounts for families, trusts and qualified retirement plans. Clients’ accounts are typically diversified across a variety of asset classes which may include domestic and foreign equities as well as domestic and foreign fixed income products

Sheffield Investment claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute.

The principal of SIMI is our founder/Chief Investment Officer, Kenny.

Kenny

Mr. Kenny has been actively engaged in the investment counseling and portfolio management business at SIMI since 1974. Kenny started his career as an analyst with the Securities and Exchange Commission.