Our offices are located in the Cumberland/Galleria area of Atlanta. If you have a question, need additional information, would like to discuss your investment needs, or want to refer a potential client, please contact us in the way that is most convenient for you.
Corporate Office:
900 Circle 75 Parkway
Suite 750
Atlanta, Georgia 30339-3082
Phone: (770) 953-1597
Fax: (770) 953-3586
General Email: [email protected]
Roger A. Sheffield, CFA (President): [email protected]
Bill Lee (COO/Marketing Director): [email protected]
Chris Kleinrichert (Dir of Client Services): [email protected]
Brad Robinson (Research Analyst/Associate Portfolio Manager): [email protected]
Jeanie Gist (Administrative Coordinator): [email protected]