Peace of mind. When you consider engaging outside investment counsel, isn’t that ultimately what you seek? At Peachtree Investment Advisors, values like integrity, fiduciary, professionalism, objectivity, ethics and honesty aren’t just buzzwords, they are entrenched in our firm’s culture.
Other defining characteristics of our firm include:
In our role as fiduciary, Peachtree Investment Advisors places our clients and their investment needs first and foremost. By design, we maintain a low client to professional ratio, which means you have direct relationships with the partners of the firm. We listen. Our aim is to understand your financial goals and develop a close relationship with you. This holistic approach supports a flexible, focused and seamless integration of all your wealth management needs. Our services are tailored to meet your situation; we do not embrace a one-size-fits-all mentality.
Our investment process focuses on managing risks while searching for opportunities throughout the capital markets around the world. Our approach encompasses a breadth of asset categories and investment options. The portfolios we manage are structured to reflect a wide range of potential outcomes in order to protect capital while pursuing opportunities for growth. We pay particular attention to valuations and asset allocation, knowing that disciplined and diversified investors succeed in the long-run.
By bringing together an extraordinary team with the highest ethical standards, our goal is to earn your trust and retain it. We do that by listening to and understanding your unique circumstances in order to help you achieve your financial goals.
We believe co-investing alongside our clients results in a true harmony of interests and underscores the confidence we have in our approach. Our partners, employees and family members all have capital invested similarly to our clients to ensure that our interests are aligned. You can be confident in the decisions we make knowing that we are standing by you every step of the way.
We’ve gathered a seasoned team of professionals who manage client portfolios and foster client relationships on a daily basis. With over 75 years of combined experience, the partners of Peachtree Investment Advisors bring complementary skills and talents to each client relationship. Our clients benefit greatly from our diverse backgrounds and areas of expertise. They have come to expect the highest level of service and investment advice from our team.
Independence refers to both our philosophy and our corporate structure. We are unbiased thinkers who maintain a critical focus on both preservation and growth of capital. As a 100 percent employee-owned firm, we have no incentives or pressures to make investments for our clients other than those we believe are in their best interest. Our independence also allows us to remain nimble and innovative in our portfolio management. Also, we collaborate seamlessly with our clients’ other advisors to ensure integration of their financial objectives. Peachtree is a fee-only advisor, meaning that our sole source of revenue is our management fee – no hidden fees, no commissions, no selling of other services, etc. Our single financial incentive is to grow our clients’ portfolios.