A complete list of active advisors currently associated with Wallace Capital Management, Inc.

Warmer can help you find a great advisor at Wallace Capital Management, Inc. or one who fits your needs even better.

Wallace Capital Management provides discretionary investment management to individuals, high‑net‑worth investors, retirement and profit‑sharing plans, charitable institutions and foundations, and also acts as the general partner and investment advisor to a commingled private investment limited partnership (the WCM Fund). Services center on portfolio management across cash, equities, fixed income and related instruments for both separately managed accounts and pooled vehicle investors. The firm’s investment approach is value‑oriented, seeking positions where it perceives a material dislocation between a company’s intrinsic value and its market price, with decisions made in the context of macroeconomic and industry conditions. WCM manages separate accounts alongside the Fund, and its organization and policies accommodate differing portfolio constructions — the Fund may be more concentrated and hold smaller capitalization names than certain separate accounts — and the firm employs performance‑based fee arrangements for qualified clients. Compared with many peers, WCM is notable for operating a private fund and providing portfolio management for pooled vehicles while also serving individual and institutional separate‑account clients, a combination that is relatively uncommon for firms of this size. The firm manages over a billion dollars of client assets with a small advisory team and emphasizes trading and allocation procedures (including block trading and trade rotation) as part of its discretionary portfolio management focus, rather than offering standalone financial planning services.

To learn more about the advisors currently working at Wallace Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.