Firm Overview

Since 1979, Sheffield Investment Management, Inc. (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 Management, Inc. 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, Roger Sheffield.

Roger A. Sheffield, CFA

Mr. Sheffield has been actively engaged in the investment counseling and portfolio management business at SIMI since 1975. Roger started his career as an analyst with the Securities and Exchange Commission and became a CFA charterholder (Chartered Financial Analyst) in 1979. Mr. Sheffield's professional memberships include the CFA Institute and the Atlanta Society of Financial Analysts.

SIMI's principal and associated staff work closely with clients to help them achieve their personal financial goals.

For deeper insight into our firm, please review Our Core Values