A complete list of active advisors currently associated with Walsky Investment Management Inc

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

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.

To learn more about the advisors currently working at Walsky Investment 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.