Sheets Smith Investment Management


To Outperform the Market, You Must Be Different Than The Market.

Capital Preservation with Competitive Returns

Our award winning tactical approach to asset allocation and security selection has allowed us to achieve reduced long-term volatility while achieving competitive returns for our clients. As the world changes, your portfolio should adjust as well. We utilize a Dynamic Asset Allocation process that adapts investments in your portfolio to current market conditions and forecasts of future earnings. This philosophy adjusts your portfolio holdings to weigh the effects of these macro changes and rebalance the asset mix in a measured, unbiased manner. Our process offers diversified-balanced portfolios with the growth potential of stocks, the income and reduced volatility of bonds, and the safety of cash equivalents investments.

“Someone's sitting in the shade today because someone planted a tree a long time ago.

—Warren Buffett

Managing Portfolio Change

As the world changes, your portfolio should adjust as well. Sheets Smith’s Dynamic Asset Allocation process adapts the investments in your portfolio to stay ahead of the curve.

  • About Us

    Discover the Sheets Smith Investment Management team and their distinctions. Learn about how SSIM came to be and how we set ourselves apart from other managers.

  • Investment Process

    Learn more about our investment philosophy and key elements of our process such as stock selection criteria, use of cash, fixed income allocations and proprietary quantitative projection process.

  • Our Strategies

    Explore our array of investment options and decide which aligns with your risk tolerance and your investment objectives. Clients with any risk level can be accommodated within our solutions.