WALT STREET Investment Management, Ltd. Information

WALT ST Investment Management, Ltd. is a money manager that works with a select group of Financial Advisors and their clients delivering innovative and individually managed investment accounts. WALT ST's development and delivery of Individually Managed Accounts (Separate Accounts) is a direct effort to deliver a different set of investment alternatives to our Financial Consultant Partners (also called Investment Consultant Partners). Our Individually Managed Account Programs are readily available to this community of financial advisors. This independent, collaborative approach allow us to integrate them into their solution set, and not imposing them on their process. Our expertise in stock selection and management has broadened over the years to include selecting and managing individual bonds and mutual funds. This work we call portfolio management. Many of the professional network financial advisors use our portfolio management expertise because they realize the time, effort and discipline that it takes to perform this role of portfolio management. Often their expertise lies in other areas like financial planning, estate planning, tax planning or retirement planning. Therefore teaming with a portfolio management specialist like WALT ST Investment Management makes sense for the you as it creates a dedicated team of financial professionals.