Sheffield Investment Management, Inc.

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Investment Process

Specialized expertise, personalized service, and attention to detail are rare qualities in today's society. But when it comes to managing a substantial portfolio, they are absolutely essential. Before asset management begins, SIMI develops an understanding of your investment goals and provides the individual management assistance needed to help your portfolio achieve these goals.

The steps SIMI follows when establishing a relationship with our clients are:

bulletGetting to know you
bulletDeciding asset allocation
bulletSelecting equity and fixed income assets
bulletMonitoring your portfolio
bulletClient Communications


Sheffield Investment Management, Inc.

900 Circle 75 Parkway, Suite 750    Atlanta, GA  30339 

(770) 953-1597    fax (770) 953-3586


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