Walsky Investment Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$121,238,456
Clients
101
Advisors
2
of 2 employees
About
Walsky Investment Management provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and privately held businesses. The firm manages roughly $130 million across about 100 client accounts and offers advice across a broad set of securities, including equities, fixed income, mutual funds and government instruments.
Walsky uses fundamental analysis and a long‑term purchase orientation to build portfolios, aligning recommendations with each client's objectives, time horizon, tax considerations and risk tolerance. Accounts are managed on a discretionary basis, reviewed at least quarterly, and clients receive periodic reports summarizing holdings and performance.
A noteworthy and uncommon feature for a firm of this size is the publication of a quarterly newsletter that provides general market and economic commentary to advisory clients at no charge. The firm also discloses that it does not charge performance‑based fees, votes client proxies, and combines model outputs with professional judgment in making portfolio decisions.
Client services
Expertise
Fee options
$0 - $250,000: 1.4% $250,000 - $500,000: 1.0% $500,000+: 0.8%
Account minimum: $250,000
Main office
2650 Westview Dr.
Wyomissing PA 19610
Advisors at this office
2
Most active in
Florida · Massachusetts · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Craig H
Series 65
Wyomissing, PA
Walsky Investment Management Inc
Craig Hafer is a financial advisor at Walsky Investment Management Inc with 23 years of industry experience. He has been with Walsky since 2000 and holds a Series 65 designation. Outside of his advisory role, Mr. Hafer coaches youth soccer in Berks County, PA, and owns Westview Productions, through which he produces podcasts and publishes written content on investment and other topics. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $122 million across fewer than 100 client accounts. The firm emphasizes fundamental analysis and long-term investment strategies, tailoring portfolios to clients’ objectives and risk tolerances while providing quarterly reviews and reports.
Elizabeth W
Series 65
Wyomissing, PA
Walsky Investment Management Inc
Elizabeth Ward is a Series 65-licensed financial advisor with 25 years of industry experience. She has been with Walsky Investment Management Inc. since 1998. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $122 million across fewer than 100 client accounts, focusing on individualized investment policies and portfolios guided by fundamental analysis and a long-term investment approach.
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