A complete list of active advisors currently associated with Weik Capital Management

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

Weik Capital Management provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), retirement plans, trusts, foundations, and other institutions. The firm also serves pooled investment vehicles and acts as the investment manager and general partner for two limited partnerships that invest primarily in equities. The firm follows a value‑based equity approach that emphasizes purchasing stocks at a discount to estimated intrinsic business value, attention to cash generation and management quality, and holding positions for multi‑year appreciation; balanced portfolios combine equities with conservatively structured, short‑to‑intermediate fixed‑income when income is a client objective. Client relationships are governed by a formal investment policy and are monitored through regular team reviews and quarterly reporting that include portfolio appraisals and comparative performance data. Notably, Weik operates as a private fund adviser and manages pooled vehicles (WEIK VALUE PARTNERS and WEIK SMALL‑CAP PARTNERS), a capability that is uncommon among firms of this size; these partnerships are managed to stated partnership objectives, have periodic subscription and withdrawal windows, and present greater liquidity constraints than separate accounts. The firm provides periodic performance information for both managed accounts and its partnerships (including quarterly letters with unaudited results and annual audited financial statements and K‑1s), and it does not employ aggressive leverage or short‑selling strategies in those pooled structures.

To learn more about the advisors currently working at Weik Capital Management, 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.