Marcus V. Griffin

Buckhead Capital aims to achieve long-term goals by building portfolios that are designed to outperform the market with less overall risk. The firm invests primarily in traditional equity securities (common and preferred stocks and equivalents) and fixed income securities. Their main equity portfolio strategies focus on mid and large-cap stocks, while their principal fixed income strategy focuses on high quality government, agency, corporate, mortgage, and municipal debt securities. With regards to their equity strategies, Buckhead Capital performs bottom-up, fundamentally-focused analysis to identify securities that trade at attractive valuation multiples, have solid underlying business fundamentals, and have catalysts that will likely drive both the company’s business and its price. Their fixed income strategies utilize both a bottom-up and a top-down approach to investing.

Functions as a College/University

GFOAS specializes in multi-generational wealth management. The firm focuses on whether a portfolio has the proper risk return profile to meet the client's objectives and sustain their wealth. Their portfolio construction and asset allocation processes move beyond asset class categories, seeking to provide investment exposure through the review of global return and risk characteristics.