Walsky Investment Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$130,176,804
Total clients
101
40% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
51
Average account size
$1,288,879
About
Walsky Investment Management provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and privately held businesses. The firm manages roughly $130 million across about 100 client accounts and offers advice across a broad set of securities, including equities, fixed income, mutual funds and government instruments.
Walsky uses fundamental analysis and a long‑term purchase orientation to build portfolios, aligning recommendations with each client's objectives, time horizon, tax considerations and risk tolerance. Accounts are managed on a discretionary basis, reviewed at least quarterly, and clients receive periodic reports summarizing holdings and performance.
A noteworthy and uncommon feature for a firm of this size is the publication of a quarterly newsletter that provides general market and economic commentary to advisory clients at no charge. The firm also discloses that it does not charge performance‑based fees, votes client proxies, and combines model outputs with professional judgment in making portfolio decisions.
Client services
Expertise
Fee options
$0 - $250,000: 1.4% $250,000 - $500,000: 1.0% $500,000+: 0.8%
Account minimum: $250,000
Main office location
Walsky Investment Management Inc
2650 Westview Drive
Wyomissing PA 19610-1187, United States
Number of offices
1
Most active in
Florida · Massachusetts · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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