Weik Capital Management

Thomas Weik is a financial advisor with Weik Capital Management in Wyomissing, PA, holding 35 years of industry experience. He has been with Weik Capital Management since 1987. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, trusts, estates, and corporations. The firm follows a value-based investment philosophy focused on fundamental analysis and manages balanced portfolios combining equities and fixed-income holdings, primarily on a discretionary basis with regular team-based reviews.

Warren Weik is a financial advisor at Weik Capital Management with 13 years of industry experience. He holds the Series 65 designation and has been with Weik Capital Management and its predecessor entities since 2016. Weik Capital Management provides discretionary and non-discretionary portfolio management services to individuals—including high-net-worth clients—retirement plans, trusts, foundations, and other institutions. The firm employs a value-based equity approach focused on purchasing stocks at a discount to intrinsic business value and managing balanced portfolios that combine equities with fixed income when income is a client objective. The firm also manages pooled investment vehicles and operates as a private fund adviser for two limited partnerships primarily investing in equities.

Laura Novak is a financial advisor at Weik Capital Management with 18 years of industry experience. She holds a Series 65 credential and has previously worked at AmeriCU Investments and Americu Capital Management. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, trusts, estates, and corporations. The firm employs a value-based investment philosophy focused on fundamental analysis and manages both separate accounts and private limited partnerships.

Logan Boyer is a financial advisor at Weik Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in various roles across multiple industries, including Carpenter Technology, uFinancial Group, and FedEx. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and corporations. The firm follows a value-based investment philosophy focused on fundamental equity analysis and balanced portfolios combining equities with conservatively structured fixed-income holdings.

Abhishek Amatya is a financial advisor at Weik Capital Management with 13 years of industry experience. He holds a Series 65 designation and has been with Weik Capital Management since 2017, following three years at Weik Investment Services, Inc. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, foundations, and other institutions. The firm employs a value-based equity approach focused on purchasing stocks below intrinsic business value and manages both separate accounts and private equity partnerships.

Kenneth Weik is a financial advisor at Weik Capital Management with eight years of industry experience. He holds a Series 65 designation and has worked exclusively with Weik Capital Management since 2016. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, foundations, and other institutions. The firm employs a value-based equity approach focused on purchasing stocks below intrinsic business value and manages both separately managed accounts and private pooled investment vehicles, including two equity-focused limited partnerships.