X

Portfolio Diversification

Broad diversification provides the balance of capital preservation and growth we seek to achieve in client portfolios. Like many large endowments and institutional investors, we employ many different asset classes in portfolio construction. As asset classes perform differently in various capital market environments, we rebalance the asset mix based on our assessment of the economic and market landscape ahead.

Capital-Market-Enviorment

Client Login

You are now leaving the Peachtree Investments Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with Peachtree Investments or any advisor(s) whose name(s) appears on this Website. Peachtree Investments is independently owned and operated. Schwab neither endorses nor recommends Peachtree Investments. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Peachtree Investments under which Schwab provides Peachtree Investments with services related to your account. Schwab does not review the Peachtree Investments Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Peachtree Investments Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

CLOSE