Since 1987, Weik Investment Services has been working closely with our clients to understand their investment objectives and develop customized portfolios to meet those objectives.

Portfolio allocations and strategies are developed through consultations with our clients. Once these guidelines are agreed upon, Weik Investment requests authorization to engage in the discretionary day-to-day management of the portfolio. Portfolios may be either invested in equities or a combination of equities and fixed-income securities. They are reviewed frequently by the investment team.

Weik Investment asks each client to select a broker or bank to custody their cash and securities. Thus, our clients receive independent monthly statements verifying their holdings and account activity. Our clients also receive quarterly reporting from Weik Investment that includes: a list of all securities and cash reserves; the investment return for various time periods; a reconciliation of the change in portfolio value; a list of all purchases and sales; and a letter discussing strategies and results. Additionally, clients subject to taxation receive realized gain and loss reports.

At Weik Investment, clients are encouraged to call whenever they have a question or wish to discuss their investment program. In-person reviews are conducted periodically according to the needs and wishes of our clients.

Management fees are dependent upon account size and required services. Although Weik Investment offers a personalized service, its fees are less than that of the typical equity or balanced mutual fund.