Firm Overview

Since 1979, Sheffield Investment Management, Inc. (SIMI) has managed accounts for families, trusts and qualified retirement plans. Clients' accounts are typically diversified across a variety of asset classes which may include domestic and foreign equities as well as domestic and foreign fixed income products.

The principals of SIMI are:

Roger A. Sheffield, CFA

Mr. Sheffield has been actively engaged in the investment counseling and portfolio management business at SIMI since 1975. He became a Chartered Financial Analyst (CFA) in 1979. Mr. Sheffield�s professional memberships include the CFA Institute and the Atlanta Society of Financial Analysts.

 

 

Caroline L. Scott, CFA

Ms. Scott joined SIMI in 1990 and became a CFA in 1994. Prior to 1990, Ms. Scott was a CPA with the firm of Coopers & Lybrand, L.L.C. in Boston, London and Atlanta. Ms. Scott is a member of the CFA Institute and the Atlanta Society of Financial Analysts.

 

Together, SIMI's principals work closely with clients to help them achieve their personal financial goals.