LETSON INVESTMENT MANAGEMENT - Key Persons

Job Titles:

• Jim Co - Founded Letson Investment Management, Inc. in 1987 While He Was Practicing As a CPA at Sloan and Letson P. C. the New Firm.

Jim co-founded Letson Investment Management, Inc. in 1987 while he was practicing as a CPA at Sloan and Letson P. C. The new firm was started as a side business because CPA clients were constantly asking for help with their investments. Jim had been successfully investing family money for many years and had the financial background and strong interest to advise his clients. He later sold the CPA firm, stopped wearing two hats, and became a full time investment advisor. Jim earned an MBA degree with a concentration in finance from The Wharton School at the University of Pennsylvania. After Wharton, Jim worked for Arthur Andersen in Atlanta, and later Sloan and Letson, P. C., a local CPA firm which he co-founded. Jim enjoys helping his clients with their investment planning by using strategies to maximize after tax returns while considering their cash flow needs, investment horizons and risk tolerance. He's not trying to reinvent the wheel: he relies on time tested methods which produce steady and reliable returns. Outside the firm, Jim enjoys weekly tennis and gardening, both in Atlanta and Highlands, NC. He also enjoys spending time with his two grandchildren.

Scott joined Letson Investment Management in 2002. He is a CPA with 25 years of investment management and tax accounting experience. After obtaining a Bachelor of Business Administration from Southern Methodist University and a Masters of Taxation from Georgia State, Scott began his working career as a CPA in the tax department of SR Business Services, a division of Century Business Services. His area of expertise was individual tax compliance and consulting for high net worth individuals. Always having more of an interest in investments than tax accounting, Scott left the CPA world to partner with a client at a subsidiary of AXA Financial. He wanted to take the high level of professionalism and integrity from his CPA career into the investment management field. Scott enjoys helping people navigate through the difficult and often treacherous landscape of investing. His investing methodology was formed by the lessons of Warren Buffett, Benjamin Graham, Peter Lynch and many more, whose teachings frequently run contrary to the investment products that many brokerage firms sell their clients. Outside of work, Scott likes to stay active in the local community. He is an avid golfer, tennis player, and runner, competing in various tournaments and events throughout the year.