A complete list of active advisors currently associated with William B. Walkup & Associates, Inc.

Warmer can help you find a great advisor at William B. Walkup & Associates, Inc. or one who fits your needs even better.

William B. Walkup & Associates provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities and pooled investment vehicles. The firm manages individual portfolios and stock investment partnerships and coordinates reporting and custody through third‑party custodians. The adviser employs fundamental and technical analysis and asset‑allocation strategies with a medium‑to‑long‑term, generally low‑turnover approach, permitting clients to impose reasonable account restrictions and receiving at least quarterly reviews. For pooled vehicles the firm provides portfolio selection, oversight, accounting, tax reporting and audited financial statements to investors. What is distinctive about the firm is its role as sponsor and manager of multiple private investment partnerships—including Columbia Cash Reserves, which represents investments by a meaningful portion of clients—and its practice of creating and administering affiliated entities (Walkup Management Inc.) to market and service loans and provide accounting support. The firm also discloses use of borrowing/margin in accounts and investments in promissory notes and other illiquid assets, and it accepts clients on a selective basis (requiring that clients be known and trusted by the firm’s principals).

To learn more about the advisors currently working at William B. Walkup & Associates, 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.