Weik Capital Management

Warren Weik is a financial advisor at Weik Capital Management with 13 years of industry experience. He holds a Series 65 designation and has been with Weik Capital Management and its predecessor entities since 2014. Weik Capital Management provides discretionary and non-discretionary portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a value-based investment approach focused on fundamental analysis of equities and combines these with conservatively structured fixed-income holdings when income is an objective.

Laura Novak is a financial advisor at Weik Capital Management with 18 years of industry experience. She holds a Series 65 credential and has previously worked at AmeriCU Investments and Americu Capital Management. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, trusts, estates, and corporations. The firm employs a value-based investment philosophy focused on fundamental analysis and manages both separate accounts and private limited partnerships.

Logan Boyer is a financial advisor at Weik Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in various roles across multiple industries, including Carpenter Technology, uFinancial Group, and FedEx. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and corporations. The firm follows a value-based investment philosophy focused on fundamental equity analysis and balanced portfolios combining equities with conservatively structured fixed-income holdings.

Abhishek Amatya is a financial advisor at Weik Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with Weik Capital Management since 2017, following three years at Weik Investment Services, Inc. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, trusts, estates, and corporations. The firm employs a value-based investment philosophy focused on fundamental analysis and manages both separate accounts and private limited partnerships for qualified investors.

Kenneth Weik is a financial advisor at Weik Capital Management in Wyomissing, PA, holding a Series 65 designation with seven years of industry experience. His career includes continuous roles at Weik Capital Management since 2016 and a prior position at Marriott International. Weik Capital Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, foundations, trusts, estates, and corporations. The firm employs a value-based investment philosophy centered on fundamental equity analysis and balanced portfolios, and it manages private limited partnerships alongside separate accounts.