Sheffield Investment Management, Inc.

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Getting to Know You

Every client is unique. We believe this uniqueness should be reflected in the portfolio structuring process. Because we manage each client relationship individually, SIMI's principals meet with you to discuss your financial situation and any other issues that will influence the management of your account. Some issues we consider are:

Personal Goals
Financial Goals
Rate of Return Expectations vs. History of Markets
Attitude Towards Risk
Investing Experience
Tax Concerns
Family Objectives

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


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