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Founded by Emily Sanders in 1994, Sanders Financial Management, Inc. is a certified member of the National Woman Business Owners Corporation (NWBOC) and a proud member of the Gwinnett County Chamber of Commerce. We are a privately-held, registered investment advisory firm, with an industry reputation for excellence, honesty and stability. At Sanders Financial Management, we don't just build our client's portfolios, we build relationships of trust and confidence that grow alongside their investments. In so doing, we provide clients with the peace of mind of knowing they work with solid professionals whom they can trust to manage their finances.
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In the last quarter decade, the number of financial management companies has skyrocketed. With so many different companies, it is hard for the typical client to decide which company will best serve their investment needs. In order for clients to make an informed decision, they must know and trust the company with which they invest. At Sanders Financial Management, we provide clients with a clear and transparent profile of our company, allowing them to see for themselves who we are.
Sanders Financial Management is a financial advisory and investment management firm located in Atlanta, Georgia. Since inception, the firm has experienced substantial growth, now representing over a hundred clients from coast to coast and in locales throughout the world. Our success is due to the expertise of our team and the customized investment of assets. With all investment portfolios, we begin with fundamental research, subjecting companies to rigorous analysis before selecting only the highest quality stocks, bonds and mutual funds. In recent years, rather than investing in fashionable market trends, we have focused on proven and reliable industry sectors, such as healthcare, energy, technology, financial services, and real estate. Through these diversified investments, we find solid financial strength for our clients. Each portfolio is personally designed to meet individual client goals with balanced levels of risk tolerance and expectations.
As a leader in the marketplace, we have developed an investment philosophy emphasizing three types of portfolios - Balanced Growth, Growth, as well as Growth and Income. These benchmarks are used to help maximize long-term returns while providing consistent risk management. As client feedback attests, portfolios are built with a global perspective, the surest way to guarantee that the wealth and assets of today will become the financial security for future generations to come. Finally, in an era where clients are more and more concerned over growing corporate malfeasance, we remain committed to the honesty and integrity of our company, a firm regulated by the U.S. Securities & Exchange Commission.
The firm has also developed a widespread reputation for helping women achieve economic and financial security. Women today have more complicated lives than ever before and we are committed to supporting women's finances and enhancing their economic understanding. That is one of the reasons the firm offers a seminar series tailored to women, in order to provide an educational service for female clients.
In the past decade, the firm's assets under management have grown to a level of over $150 million. These figures do not just arise overnight, however, and we credit a great deal of our success to a low client-to-staff ratio, which does not surpass 20:1. Additionally, many of our employees are board-certified professionals in public accounting or financial planning and have previously worked for large, publicly-held companies - a wonderful training ground - before they joined our team. This mixture of experience, education and teamwork combine to make us a leader in the financial services industry.
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