Welcome to Peachtree Investment Partners

Peachtree Investment Partners, LLC™ is a Registered Investment Advisor with a focused, fundamental approach to managing income-oriented equity portfolios for individuals and families.

We're serious about your investments, and we work with you to make your money work harder for you so you can get the most out of life.

Welcome to Peachtree Investment Partners

Peachtree Investment Partners, LLC™ is a Registered Investment Advisor with a focused, fundamental approach to managing income-oriented equity portfolios for individuals and families.

Welcome to Peachtree Investment Partners

Peachtree Investment Partners, LLC™ is a Registered Investment Advisor with a focused, fundamental approach to managing income-oriented equity portfolios for individuals and families.

We're serious about your investments, and we work with you to make your money work harder for you so you can get the most out of life.

Our Approach

At Peachtree Investment Partners, we have a long-term relationship with our clients. We work with you to build a customized portfolio that reflects your goals, your financial situation and your approach to risk. Our primary focus has been and remains on preservation of principal.

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Investment Philosophy

We use a number of criteria to evaluate companies for client portfolios. We look at a company’s historical performance as well as the potential for future performance. In particular, we consider a company’s profitability and its positioning in the market. We also prefer companies that pay dividends.

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Focus on Dividends

We make dividend-paying stocks the centerpiece of our clients’ portfolios. Dividend-paying stocks can add significantly to overall returns and also can help smooth out volatile markets. Although we do invest in some select stocks that do not pay dividends, we focus mainly on those that do.

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Read our Peachtree Quarterly Newsletter

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In These Uncertain Times, A Long-Term Strategy is Best

These seem to be uncertain times on several fronts. The situation in the Middle East remains unsettled, with the threat of regional war that could expand outside the region. In America, political discourse has devolved into name-calling and threats. As we approach an election in six months, we are experiencing the first-ever criminal trials of a former president and current presidential candidate. Both the major party candidates would be among the oldest U.S. presidents in history. And recent market activity suggests this uncertainty is making the markets skittish.

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An Investment Strategy For Whatever 2024 Brings

Happy New Year!

Flipping the calendar to a new year can cause us to reflect on the year that has just ended, but also to look toward the year to come. And 2024 gives us a lot to think about.

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Current Events Show Difficulty of Predicting Market Movement

Investors are regularly warned that trying to time the market by picking the next hot stock and dumping other stocks before they tank almost never works. Peter Lynch, manager of the Magellan Fund at Fidelity Investments from 1977 to 1990 famously said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

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