Atlanta, GA Office

Peachtree Investment Partners provides discretionary portfolio management to individuals, trusts, estates, retirement plans and business entities, managing about $336 million for roughly 227 client accounts and typically requiring a $50,000 account minimum. The firm’s primary service is individualized portfolio management rather than wrap programs or performance-fee arrangements.

The investment approach is long-term and growth-oriented, with a primary emphasis on common stocks selected for attractive returns on invested capital, free cash flow generation, and dividend histories; bonds and index ETFs are used as complementary holdings. Security selection is driven by fundamental analysis and third‑party research from major Wall Street firms and Value Line, and client portfolios are managed under a discretionary limited power of attorney after an agreed investment plan is established.

Noteworthy aspects relative to peers include a very small advisory team (two advisors) overseeing more than $300 million in discretionary assets, and firm policies that depart from some peers — the firm does not offer wrap programs, does not charge performance-based fees, and does not vote proxies on client securities (custodians forward proxy materials to clients). The firm also recommends a primary custodian and participates in institutional support services from that custodian, a relationship it discloses as a potential conflict of interest.