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.

The principals of SIMI are:

Roger A. Sheffield, CFA

Mr. Sheffield has been actively engaged in the investment counseling and portfolio management business at SIMI since 1975. He became a Chartered Financial Analyst (CFA) in 1979. Mr. Sheffield’s professional memberships include the CFA Institute and the Atlanta Society of Financial Analysts.

 

 

Caroline L. Scott, CFA

Ms. Scott joined SIMI in 1990 and became a CFA in 1994. Prior to 1990, Ms. Scott was a CPA with the firm of Coopers & Lybrand, L.L.C. in Boston, London and Atlanta. Ms. Scott is a member of the CFA Institute and the Atlanta Society of Financial Analysts.

 

Together, Mr. Sheffield and Ms. Scott work closely with clients to help them achieve their personal financial goals.