Bobby Peters,CIMA,CRPS
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Bobby Peters, CIMA, CRPS, serves as a Chief Investment Officer in Memphis, TN, specializing in the development of custom equity portfolios tailored for business owners, banks, credit unions, and families. The firm’s mission is to empower every investor to achieve their financial goals through a transparent and trustworthy advisory atmosphere.
Clients benefit from access to innovative software that provides a comprehensive view of their financial situation, allowing for seamless communication with family members and advisors. With a focus on active management and a commitment to building and preserving assets, Bobby Peters and his team prioritize the needs of their clients while navigating the complexities of investing.
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