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Our History

In August of 1985 the Dow-Jones Industrial Average was at 1,334.01, the S&P 500 Index at 188.63 and the NASDAQ Composite was at 297.71 . . .

It was also in August of 1985 when Walt Sokira started working with and managing "important money."

Walt defines "important money" as the "money people give their livesī energies to gain. It often represents hard work, fulfillment of dreams and financial security."

Over the years Walt has managed over $500 million in more than 20 years in trust, brokerage and investment advising - - hands on experience. This cumulative experience has developed into principles that are now carried out daily at WALT ST Investment Management, Ltd.

Jennifer Sokira, Walt's spouse, founded WALT ST Investment Management, Ltd. in 1998. Jennifer, also an experienced investment professional, fulfilled a dream with Walt of owning and running their own money management firm.  Jennifer, the firm's President, handles the business decisions and directs the plan for growth.

With Jennifer's help Walt, the firm's Portfolio Strategist, has been able to keep focus on investment management and portfolio strategy - - his passion. This husband and wife team creates a unique firm whose leadership transcends through the team of employees directly to the firm's clients.

 

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