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.

In the simplest context, WALT ST Investment Management, Ltd. is a "stock picker."  Our expertise was developed in our ability to pick individual stocks for client portfolios, oversee them and decide to hold or sell at various points in time. 

This 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.

This web site is intended for U.S. persons.  This web site should is not a solicitation or offer of services in any jurisdiction that WALT ST Investment Management, Ltd. is not qualified to do business.  The contents of this web site is owned by WALT ST Investment Management, Ltd ©2000 Walt Street Investment Management ltd. All rights reserved.  The information provided is for informational purposes only and it is recommended that all investors consult their appropriate advisors before investing.  All research and commentaries are accurate as of the date of publish and WALT ST Investment Management, Ltd. is not responsible for updating past information that may be included on this site.  All opinions are subject to change without notice.  This web site is not a secure network and online access may be interrupted.  Clients and Investment Advisory Representatives (IARs) are responsible for all hardware, software used to access this site and are also responsible for the confidentiality of passwords.  All information posted to this web site is believed to be accurate and reliable however WALT ST Investment Management does not guarantee accuracy or completeness of information.  All questions and or comments relating to this web site should be directed to Walt J. Sokira, E-mail: walt@waltst.com, fax 330-677-1951, phone 330-677-1950.  Site related problems or questions e-mail: webmaster@cyberjam.com, Web Site Developed by Cyberjam Internet Services