Sheets Smith Investment Management is a conservative and disciplined investment manager that seeks preservation of capital and competitive portfolio returns.


background

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Since 2015, Sheets Smith Investment Management, LLC (SSIM) has worked with institutional and private investors to help them achieve their financial goals. Sheets Smith Investment Management is an affiliate of Sheets Smith Wealth Management, Inc (SSWM), which was founded 1982. Both companies are investment advisory firms registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940.

Sheets Smith Investment Management incorporates management of a multifaceted equity and dynamic asset allocation portfolio management process which has a two-fold objective:

  1. Preservation of Capital

  2. Competitive Investment Returns

Accounts using these investment strategies are both institutional and retail lines of business, including those with wrap fee arrangements with their custodian. Over time, it has become particularly important for clients, especially institutional clients, that firms they employ be verified under CFA Institute’s Global Investment Performance Standards (GIPS). To meet these qualifications, SSIM was formed December 2, 2015 for the sole purpose of segregating the accounts using these strategies and become GIPS verified. The first verification was completed June 30,2016.


Mission

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Our mission is simple — To manage risk without sacrificing returns.


Objective

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At SSIM, we incorporate management of a multifaceted equity and dynamic asset allocation methodology to meet our two-fold objectives — the preservation of capital and competitive returns.