Wall Investment Group, Inc.

Wall Investment Group serves individuals, businesses, qualified pension and profit-sharing plans, charitable organizations and trusts, offering continuous, discretionary investment supervisory services and portfolio management. Accounts are generally invested across equities, taxable and tax-exempt fixed income, mutual funds, exchange-traded funds and cash equivalents, and advisory services are tailored to individual client objectives.

The firm emphasizes strategic asset allocation as its primary strategy, constructing portfolios to align with each client’s stated objectives, income needs and tax situation while allowing clients to impose written investment restrictions. Security selection draws on both fundamental analysis and technical methods — including charting and cyclical analysis — and accounts receive formal reviews at least quarterly.

The brochure notes several practices that differ from many peers: trades are executed on an account-by-account basis rather than being aggregated, a policy intended to avoid favoring accounts even though it may reduce the opportunity for aggregated commission savings. The firm is run by two long-tenured industry principals with decades of banking and portfolio-management experience and operates solely as a fee-only adviser, without offering other financial products or participating in wrap fee programs.