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With over 22 years of investment management experience, including 8 years as a Trust Investment Officer
and Registered Representative, the firm was founded in 1997 to bring together the "best of both worlds." Conservative
investments held over the long term, with low turnover, typically favored in trust investing and the expanded
investment offerings of brokerage firms. Fee only investment advice instead of commissions places the client and advisor
on the "same side of the table" in regard to account expenses and performance expectations; and also,
a high standard of service, confidentaility, and trust. Managing client assets, considering some
of the market cycles over the last 22 years, has been both gratifying and trying. However, maintaining an investment
discipline, in changing market conditions, helps investors better reach their investment goals. More importantly, clients
appreciate having timely information and advice to make informed investment decisions.
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- To provide the best customer service possible.
- For
each client to feel like the only client.
- Provide the information, advice, and support
to assist clients in making informed investment decisions.
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Wallace Advisors
combines technical and fundamental analysis to help indentify current market, sector, and individual investment
risk levels and trends.
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