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Garrard S

Series 63, Series 66

Vero Beach, FL

Peachtree Investment Partners, LLC

Garrard Schaefer is a financial advisor at Peachtree Investment Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Peachtree Investment Partners since 2007. Outside of his advisory role, Schaefer serves as a Life Trustee for Pace Academy and as a member of the Board of Trustees for Tabor Academy. Peachtree Investment Partners provides discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm focuses on individualized, long-term growth-oriented investment strategies primarily emphasizing common stocks selected through fundamental analysis, managing over $300 million in assets with a two-advisor team.

Active portfolio management Passive / index investing
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