At a Glance
  • $121.2 ($158.8 incl. UMA) AUM
  • Headquartered in Winston-Salem, NC, with a satellite office in Atlanta, GA
  • Strategy: Our proprietary stock selection process is a bottom-up, all-cap, sector agnostic approach utilizing fundamental, quantitative, relative value, and technical analysis.

Sheets Smith Wealth Management

EQUITY INVESTMENTS. Our equity investment strategies focus on companies that demonstrate earnings growth but are trading at reasonable or even undervalued prices.

Download Managing Risk Without Sacrificing Return

 

Investment Opportunities with Sheets Smith Wealth Management

Visit Sheets Smith Website

FACT SHEET

Sheets Smith Wealth Management Q3 2018

PRESENTATION

Sheets Smith Absolute Return Balanced Portfolio

Performance

Sheets-Smith-Absolute-Return-Balanced-Performance

Sheets Smith Absolute Return Balanced Portfolio Performance As of 9/30/18