Walls Investment Management Company

Walls Investment Management Company provides discretionary investment management and periodic financial planning advice to individuals, trusts, estates, small businesses and retirement vehicles such as pension and profit‑sharing plans. Services include determination of financial objectives, investment management, cash flow and retirement planning delivered through client consultations and periodic reviews.

The firm frames portfolios around client‑specific objectives and uses ongoing communication to set strategy, with discretionary trading authority to implement allocations across equities, fixed income, mutual funds and exchange‑traded funds. Investment analysis methods listed in the brochure include fundamental, technical, charting and cyclical approaches, and clients receive regular custodial statements and quarterly communications from the firm.

Distinctive aspects noted in the brochure include the firm’s management of pooled retirement vehicles (pension and profit‑sharing plans), which is relatively uncommon among similarly sized supported firms, and the absence of a designated high‑net‑worth client segment. The firm is modest in scale (approximately $55 million in assets under management for roughly 110 clients and two advisors) and maintains documented business continuity and succession planning.