Weik Investment consults closely with its clients to determine their circumstances, risk tolerance, withdrawal requirements, etc. We then summarize to the client our understanding of their investment objectives, inviting further interaction to modify the objectives as appropriate and establish a portfolio gameplan.

The client's objectives and portfolio gameplan are communicated to the firm's portfolio managers, each of whom maintains a record of the details. Portfolios are reviewed frequently, including monthly in-depth reviews. Additional reviews are driven by changes with respect to the general market or specific holdings, as well as any change in client objectives. Our investment team has more than 100 years of combined experience.

Our portfolios may contain equities or a combination of equities and fixed-income securities. The equities are generally selected with an objective of long-term appreciation. Fixed-income securities are typically of good to excellent quality and are selected to provide relative safety and stability, as well as income. Depending on client objectives, we may employ treasuries agencies, corporates, or municipals in the bond sectors of our portfolios. To the extent the client wants to assume additional risk in pursuit of greater return, our focus is on the equity side of the portfolio.

Weik Investment maintains internal "buy", "sell" and "watch" lists that include specific action prices. Communication of list details and changes are facilitated through our networked information systems and frequent discussion between investment team members.