Letson Investment Management

Letson Investment Management is a private, independent, and fee-only investment firm located in Atlanta, Georgia. Established in 1987, we have been dedicated to providing our clients with unparalleled personal service, the best level of expertise, and a high standard of integrity. We specialize in offering strategic wealth management for individuals, corporations, trusts, estates, and retirement plans. Our goal is to optimize security and growth for your future by focusing on quality investments, emphasizing risk management, and implementing asset allocation tailored just for you. As a privately held firm with no outside affiliations, we eliminate any potential conflicts of interest and ensure our clients receive the best investment solutions for their unique circumstances.

Our Commitment to You

At Letson Investment Management, our commitment to you is to always deliver the highest level of investment performance, financial expertise, and unparalleled personalized service. Our team of dedicated professionals works tirelessly to ensure that our clients' interests come first, always. As a fee-only financial advisor, we do not receive commissions or referral fees of any kind. This way, we can eliminate any potential conflicts of interest and focus solely on providing you with the best investment solutions. We are proud to serve as a leading Registered Investment Advisor in Georgia, and we strive to uphold our reputation for excellence.

Why Choose a Fee-Only Investment Advisor?

When you choose a fee-only investment advisor, you can be confident that you are working with a professional who has your best interests in mind. At Letson Investment Management, we are committed to upholding a fiduciary responsibility to our clients, which means we always put your interests above our own. Our fee-only business model ensures that we have no incentive to sell you financial products or services you don't need. Instead, we work closely with you to develop a customized investment strategy tailored to your unique circumstances.

Our Services

• Charitable Giving
• Family Office Services
• Fee-Only Financial Advisor
• Financial Planning
• Investment Management
• Investment Tax Planning
• IRA/401K Rollover Management
• Retirement Plan Management
• Trust Asset Management

Our Philosophy

At Letson Investment Management, we believe that effective investment management is about more than just selecting the right investments. It's about understanding your unique circumstances, goals, and risk tolerance. That's why we take the time to get to know you and your financial situation before making any recommendations. Our investment philosophy is based on the principles of quality investments, risk management, and diversification through asset allocation. We believe that this approach provides the best opportunity for long-term growth and security.

Account Access

Our clients have secure, 24/7 access to their accounts through our online account portal. Here, you can view your account balances, transaction history, and performance reports. You can also contact our team directly with any questions or concerns.

Disclosures

Letson Investment Management, Inc. is a registered investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. For more information about our services, fees, and disclosures, please review our Form ADV Part 2A.