Once you decided that you would like to become a client of WALT ST Investment Management, the next step is to complete a Confidential Investment Management Application.
Our application form is available here:
You may also mail the application to:
WALT ST Investment Management
928 Stonewater Drive
Kent. Ohio 44240
If you should have any questions about our services, or in completing the application, please call Jen's cell phone at 330-256-0683.
Within one business day of the receipt of your application, we will send you the necessary documents to open your new brokerage account with the institutional arm of TD Ameritrade Institutional. At that time, we will also assist you in transferring funds and/or securities into your account.
We recognize the careful deliberation in your decision to choose WALT ST Investment Management as your portfolio manager. We will ensure that you receive the same careful attention from WSIM, as we strive to provide the best possible service to you. Please keep in mind that the establishment and funding of an account may require several weeks, particularly if securities must be transferred. However, we will assist you in every way possible by working with your existing broker or custodian to ensure a smooth and efficient transfer of funds into your new account.
Thank you for your interest in WALT ST Investment Management. We look forward to assisting you in meeting your financial goals for years to come.
For your convenience, simply print the form and then complete the information.