Peachtree Investment Partners, LLC

Peachtree Investment Partners is an SEC‑registered advisory firm that manages about $336 million on a discretionary basis for roughly 227 clients, including individuals (both non‑HNW and high‑net‑worth), trusts, estates, retirement plans and business entities. The firm provides portfolio management services (no wrap programs) and typically charges percentage‑of‑assets fees for its advisory accounts.

The firm follows a long‑term, equity‑focused growth approach that emphasizes companies with attractive returns on capital, strong free cash flow and a history of stable dividends, while using bonds and index ETFs for diversification when appropriate. Investment decisions are driven by fundamental analysis and supplemented with third‑party research from major Wall Street firms and Value Line, and portfolios are managed under discretionary authority after an investment plan is developed.

Notable features relative to peers include a high level of assets under management concentrated in a very small advisory team and the fact that all reported assets are managed on a discretionary basis with no non‑discretionary AUM or wrap offerings. The brochure also highlights that the firm does not accept proxy‑voting authority for client securities and that it relies primarily on an institutional custody and execution platform (with attendant soft‑service and platform benefits disclosed), arrangements the firm identifies as potential sources of conflicts of interest.