Sheffield Investment Management, Inc.

Firm Overview
Investment Process
Client Services
Your Account
Contact Us
Web Links
Client Newsletters
Site Map

Selecting Equity Securities

SIMI invests in U.S. and foreign equities which it believes offer the potential for attractive total returns over a two-to-five year timeframe. These securities consist primarily of:

Stocks of individual companies;
Mutual funds - SIMI heavily utilizes exchange-traded funds (ETFs) which have lower turnover and expense ratios than actively managed funds;
Real Estate Investment Trusts (REITs); and
Commodity-type investments.


SIMI employs a "theme-based" approach to equity selection which will cause portfolios to not reflect the composition of any particular domestic or foreign stock index.


Getting to Know You Asset Allocation Equity Selection Fixed Income Selection Account Review




Sheffield Investment Management, Inc.

900 Circle 75 Parkway, Suite 750    Atlanta, GA  30339 

(770) 953-1597    fax (770) 953-3586


Please email comments about this site to [email protected]