Recent Quarterly Reports:

First Quarter  
First Quarter Second Quarter
Third Quarter Fourth Quarter
First Quarter Second Quarter
Third Quarter Fourth Quarter
First Quarter Second Quarter
Third Quarter Fourth Quarter


Archieved Quarterly Reports





WELCOME! Sheffield Investment Management, Inc. (SIMI) is an independent "fee only" Registered Investment Advisory firm that manages balanced portfolios for individuals, families, trust/estates, retirment plans and endowment funds. Clients' accounts are separately-managed pursuant to a carefully articulated Investment Policy Statement (IPS), developed and maintained in a collaborative effort with each individual client.

SIMI is registered with the Georgia Secretary of State's Office pursuant to the Georgia Uniform Securities Act, and only transacts business in states where it is properly registered or exempted from registration requirements. Form ADV, Part II, is available to any party interested in developing a greater understanding of Sheffield Investment Management, Inc. activities.

To receive our quarterly reports, click on the sign-up box below, enter your preferred e-mail adddress, and we will add you to our distribution list.

All information contained in this web site is for informational purposes only and does not constitute a solicitation or offer to sell securities or advisory services. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. No client or prospective client should assume that any information presented or made available on this web site serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

View our Privacy Policy here.

Interim Reports: