We advise People and Companies on their investments.
Serving individuals and companies since 1988.
Investors Asset Management of Georgia, Inc. is a privately owned investment advisory firm. Members of the senior executive team have over 200 years of collective experience. Historically, the firm began as an advisory service for individuals. Over time, the firm added advisory services for retirement plans for corporations and non-profits and, eventually, model Target-Risk portfolios.
The firm is a fee-only fiduciary advisor registered with the Securities and Exchange Commission. Underpinning each aspect of our business is our time-tested Core Investment Philosophy and customer service.
Contact Us
7000 Peachtree Dunwoody Road
Building 9 Suite 200
Atlanta, Georgia 30328
info@investorsassetmanagement.com
(770) 394-5619
Areas of Practice
Wealth Management
The firm completes holistic financial planning for individuals and families and manages discretionary, fee-based accounts to execute the plan and help clients reach their goals. The financial planning and subsequent accounts can range from simple to complex, including but not limited to individual accounts, retirement accounts, trusts and foundations.
Retirement Plans
Investors Asset Management began serving as an investment advisor on retirement plans in 2009 with their Investor’s Choice plans, including 401(k)s, Profit Sharing, and Cash Balance plans. In 2018, the firm added non-profit and education services to its suite with the Teacher’s Choice program, expanding offerings to the 403(b) and 457 spaces. The firm currently services over 10,000 participants as investment advisors to their retirement plans.
Model Portfolios
The firm created and manages five target-risk portfolios - Conservative, Moderately Conservative, Balanced, Moderate Growth and Growth, based on the firm’s Core Investment Philosophy. Recently, the firm added a specific Cash Balance model. Initially, they were only available to retirement plan clients, however, they are now more widely available to advisors and their clients on several platforms.
Core Investment Philosophy
Discipline
Diversification
Holistic Assessment
A No-Herd Approach
Stocks are long-term investments and require discipline and patience to hold.
While past results are no guarantee of future returns, the data suggests long-term investing in stocks generally yields positive results if one has the discipline to buy and hold despite market swings. Historically, there have been times of setback that makes holding equities painful and causes some investors to sell. While we might become more defensive or selective in our holdings, we believe staying in the market is key because of the risk missing out on returns on the upside.
Strategic diversification decreases risk of factors we cannot control.
We believe we cannot predict things like: how politics will influence the markets, what the Federal Reserve will do to interest rates, what is in store for the economy, or even the securities markets. Due to this, we use overall diversification of portfolios to help us avoid concentration in specific industries and asset classes to decrease risk.
Analyzing a company’s fundamentals can unearth stocks undervalued in the market.
We believe analyzing a company’s fundamentals can unearth stocks currently undervalued in the market. While there is not one predominantly accepted way to determine the intrinsic value of a company, the proprietary method used by the firm’s seasoned advisors creates a holistic picture of the company to determine whether the stock is currently attractive to buy.
Successful investors don’t follow the herd.
We are cautious about investing in popular companies trending in the market. Superior long term investment returns with less than commensurate risk are made by investing in undervalued companies rather than currently favored “momentum” stocks. Growth at a reasonable price is a maxim that helps find attractively priced assets to invest in for potentially large gains over time.
