The Walsky Way
We believe that every investor should know why they are investing and how they are invested. One size does not fit all and each portfolio should meet the unique needs of every client. Our clients are discerning investors who value the level of service that we provide and the ability to work individually with the professionals that are responsible for managing their portfolio and making the investment decisions. Our quarterly statements are concise and easy to read. We meet regularly with our clients to review their portfolio and to answer any questions that they may have about their portfolio, the economy, or on occasion, the world in general! It is this exceptional level of service that we call “The Walsky Way”.
Our firm is independent. We receive no remuneration of any kind from insurance companies, mutual funds, banks, or brokerage houses. Our clients are likewise independent, and they want to be able to pick the best tax preparer, the best attorney, the best accountant and the best investment advisor that will attend to their specific needs. At Walsky, we define personal service as having a one-on-one relationship with our clients.
A Clearer Understanding of Portfolio Holdings
Our quarterly statements are easy to read and understand. We review these statements with our clients to help answer any questions that they may have and to assure that the information presented is helpful to them. This makes it easier for clients to understand their holdings and how their portfolio is being managed.
We are on the client’s side
There are no hidden fees at Walsky, nor do we charge a sales charge, wrap fees, or 12b-1 fees that many mutual funds charge. Our clients pay a % fee based on their assets under management. We are happy to provide a schedule of our fees upon request.
To create this tailored portfolio, the investor meets personally with the investment manager and can have the comfort of personally knowing who is choosing their investments.