Overview

Sheets Smith Investment Management is a GIPs compliant boutique asset manager with a 22-year track record focusing on tactical asset allocation. Our firm offers a suite of balanced portfolio strategies to accommodate various risk tolerances and time horizons of individual clients. Our clients are primarily other financial advisors based in the wirehouse/BD space that utilize our strategy in SMA or UMA platforms. Our goal is to merge with a like-minded firm, preferably UHNW or institutionally focused, to expand on our current set of opportunities within the asset management space. Our business is very scalable, but we lack the firm AUM necessary by due diligence teams at some of the large broker dealers to capitalize on some of the most exciting opportunities we have in front of us.”

Market
RIA
Last Activity
today

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