Investors Asset Management of Georgia Inc.

Overview

Investors Asset Management of Georgia Inc. is a privately owned investment advisory firm based in Atlanta, Georgia, established in 1988. The firm specializes in providing comprehensive wealth management services to individuals and families, including holistic financial planning and discretionary, fee-based account management. Their expertise extends to managing various account types, such as individual accounts, retirement accounts, trusts, and foundations. Additionally, the firm offers advisory services for corporate retirement plans, including 401(k)s, profit-sharing, and cash balance plans, serving over 10,000 participants. The firm's investment approach is grounded in a time-tested Core Investment Philosophy, emphasizing discipline, diversification, holistic assessment, and a no-herd approach. They believe in the long-term value of stocks and advocate for strategic diversification to mitigate uncontrollable risks. By analyzing a company's fundamentals, they aim to identify undervalued stocks, focusing on growth at a reasonable price. This philosophy guides their investment decisions, aiming to achieve superior long-term returns with commensurate risk. With a team boasting over 200 years of collective experience, Investors Asset Management of Georgia Inc. is committed to acting as a fiduciary, ensuring that clients' best interests are always prioritized. Their dedication to high-quality service is evident in their personalized approach to both wealth management and corporate retirement plan advisory services, reflecting their longstanding presence and reputation in the financial services industry.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies