Our Investment Approach
Peachtree Investment Partners, LLC™ is a Registered Investment Advisor with a focused, fundamental approach to managing income-oriented growth equity portfolios for individuals and families.
At Peachtree Investment Partners, we select stocks, bonds and index ETFs to create and manage portfolios that reflect your current situation and financial goals.
In general, we believe that well-run and stable companies are best positioned to weather market storms. We strive to build portfolios around those companies then monitor them to ensure that they continue to perform as expected and to meet your specific needs, including growth and tax considerations.
We look for companies with strong fundamentals that we believe are likely to fuel growth in the value of the stock. We also believe firmly in the importance of dividends.
Why Peachtree
At Peachtree, our priority is creating and managing custom portfolios designed to provide superior performance over the long term. We start by meeting with you to discuss your family and financial situation, your goals and objectives, and your feelings about risk. Then we manage your portfolio, with your input.
Our main goal is to work with you to meet your specific needs. We get to know you, we try hard to understand what you need and want, and we pride ourselves on our responsiveness to your questions and concerns.
About Us
Garry Schaefer
Garrard “Garry” Schaefer has been the Managing Partner and Chief Compliance Officer of Peachtree since founding the firm in December 2006. Prior to that, he worked in executive capacities with Prudential Securities, Legg Mason, CIBC World Markets and The Northern Trust Company, Inc. Garry earned his Bachelor of Science in Business Administration, with a concentration in Finance from the University of Denver. He was a longtime trustee at Tabor Academy in Marion, MA. He is a Life Trustee for Pace Academy in Atlanta and Co-Chair of its Planned Giving Committee. Garry is the father of three daughters and has seven grandchildren. He enjoys tennis, golf and biking.
Courtney Schaefer
Deveau
Courtney Schaefer Deveau is a Financial Advisor and Director of Business Development, having joined Peachtree in July 2023. Previously, she worked in fundraising and donor relations at The Museum of Modern Art in New York and at Pace Academy in Atlanta. Courtney earned a Bachelor of Arts from the University of Virginia and holds a Series 65 license. She serves on the Arts Council at UVA and on the board of the Trinity Early Learning Center in Atlanta. She has three sons and enjoys modern and contemporary art and playing tennis.
Get in Touch
We look forward to hearing from you!
Garry Schaefer
garry@peachtreeinvestment.com
(404) 226-2728
Vero Beach, FL
Courtney Schaefer Deveau
courtney@peachtreeinvestment.com
(404) 403-9079
Atlanta, GA