Investment Strategies

Peachtree Investment Advisors provides a full array of comprehensive investment strategies and advice to our clients. We employ the appropriate strategy or combination of strategies to ensure that every client receives a customized portfolio tailored to their particular risk tolerance and investment objectives.

Global, Multi-Asset

Structured similarly to the portfolios of foundations and large university endowments, each distinct strategy provides broad diversification across a variety of asset classes including domestic and international equities, fixed income, real assets, and hedged strategies.

Core Equity

The Core Equity strategy delivers a diversified, individually-managed portfolio of mid to large-cap equity holdings. Our investment process identifies leading companies in attractive industries that exhibit above-average earnings’ characteristics at reasonable valuations.

We seek companies that have a strong franchise, a proven management team and an understandable business model. Given our macroeconomic outlook, these companies must be in industries demonstrating growth greater than U.S. GDP. We generally hold investments in 30-35 companies in our portfolios.

Fixed Income

At Peachtree Investment Advisors, bonds are used in client portfolios to address that portion of the asset allocation devoted to capital preservation. Our bond portfolios are individually managed and customized to meet the specific needs of each client.

In the construction of bond portfolios, we focus on diversification and intermediate-term maturities to reduce risk. Our process includes duration and yield curve management, sector rotation, and security selection.