Investment Managers. Invested in You.
Sheets Smith Investment Management brings forth a spectrum of investment solutions to fit the needs of a wide range of risk tolerances and investment objectives. No investment products are sold here, only management styles; meaning your interests are put first and tailored to your investment objectives.
History
Sheets Smith Investment Management, LLC (SSIM or Firm), an investment advisor registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. The primary office is located in Houston, TX. The Firm was formed in December 2015 by Sheets Smith Wealth Management and Z. Cornell Bowden. The Firm specializes in multi-strategy equity and dynamic asset allocation balanced portfolio management. SSIM offers a suite of Balanced Portfolio strategies to accommodate various risk tolerances and time horizons of individual clients. Other portfolio strategies that are designed for specific clients are also managed by SSIM. SSIM was formed for the expressed purpose of segregating accounts using these strategies into an entity separate from SSWM to comply with the CFA Institute’s Global Investment Performance Standards.
Accolades
2023 Q3 1-Star (ARB, ARBP, QE)
2022 Q2 1-Star (QE), Q3 1-Star (ARB, ARBP)
2021 Q1 1-Star (ARB, ARBP), Q2 1-Star (ARB, ARBP), Q4 3-Star (ARB, ARBP)
2020 Q1 1&3-Star (ARB, ARBP), Q2 3-Star (ARB, ARBP), Q3 1,2&3-Star (ARB, ARBP)
2019 Q1 1&3-Star (ARB, ARBP), Q2 1&3-Star (ARB, ARBP), Q3 3-Star (ARB, ARBP), Q4 3-Star (ARB, ARBP)
2018 Q1 1,2&3-Star (ARB, ARBP, ARBC), Q2 1,2&3-Star (ARB, ARBP, ARBC), Q3 1,2&3-Star (ARB, ARBP, ARBC)
2017 Q2 2-Star (ARB, ARBP), Q3 1&2-Star (ARB, ARBP, ARBC), Q4 1,2&3-Star (ARB, ARBP)
2013 Q1 3-Star (ARBC), Q2 3,4,5&6 Star (ARBP, ARBC), Q3 3&4-Star (ARBP, ARBC)
2012 Q2 1-Star (QE)
2011 Q1 1&2-Star (ARB, ARBC, QE) Q2 1&2-Star (ARBC)
2010 Q4 1&2-Star (ARB, ARBC, QE)
2007 Q3 1-Star (ARB) Q4 1&2-Star (ARB)
2006 Q1 1-Star (ARB)
ARB- Absolute Return Balanced. ARBP- Absolute Return Balanced Plus. ARBC- Absolute Return Balanced - Commission. QE- Quantitative Equity.)
Our Team
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Z. Cornell Bowden
PRESIDENT
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Gregory C. Bowden
MANAGING DIRECTOR &
SR PORTFOLIO MANAGER -
Eric Telser
NATIONAL SALES MANAGER
Fiduciary Pledge
Sheets Smith Investment Management is a Registered Investment Advisory firm and as such is held to a high standard of trust and integrity. We act as a fiduciary for our clients. In other words, we put the interest of our clients first. Our firm endeavors to find investments and develop portfolios that attempt to preserve capital in adverse market environments while over time providing very competitive returns within parameters appropriate for each client. We, the investing team at Sheets Smith Investment Management, pledge to act as fiduciaries for our advisory clients in all business transactions.
Serving our clients, based on these principles, is a commitment we are obliged to undertake:
Conduct all business practices in the best interest of the client and maintain our due diligence in caring for client assets.
Remain cognizant of conflicts of interests and implement proactive measures to prevent any occurrences.
Provide all relevant information upon request and preserve transparency when communicating with clients