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Pension and
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Individual
Retirement Plans

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Variety of Investment
Objectives

our experience
is invaluable

our philosophy

Weik Capital Management adheres to a value-based investment philosophy that is focused on risk management as well as the favorable returns historically earned by good businesses. Our investment process is readily understandable and is based on fundamental research and security analysis.

Our private accounts are individually managed by a team of experienced investment professionals. As a team, we develop and manage equity and balanced portfolios designed to meet individual client objectives.

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Weik Capital Management

Email
info@weikinvest.com

Telephone
610.376.2240

Weik Capital Management
1075 Berkshire Blvd. #825
Wyomissing, PA 19610

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This website is a publication of Weik Capital Management, “WCM”, which is an SEC registered investment adviser located in Wyomissing, PA. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that WCM has attained a certain level of skill, training, or ability. The Website is limited to the dissemination of general information pertaining to WCM’s advisory services. Accordingly, the publication of the Website should not be construed by any client or prospective client as WCM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. For information pertaining to the registration status of WCM, please visit www.adviserinfo.sec.gov or contact the SEC or the state securities regulators for those states in which WCM maintains a notice filing. Each user of this website is encouraged to obtain a copy of WCM’s current written disclosure statement discussing WCM’s business operations, services, fees, and applicable conflicts of interest, which is available from WCM upon request or by searching for WCM at the following link: www.adviserinfo.sec.gov.

Statements on this website may include “forward-looking information” involve risk and uncertainty. Any investment may rise or decline in value, resulting in a gain or loss for an investor. Investment results may vary significantly over time; thus, any favorable results achieved in past periods are not a guarantee of favorable results in the future.

PDF Downloads:
Form CRS — Customer Relationship Summary
Form ADV — Part 2A Brochure

PRIVACY POLICY

Copyright © 2021 by Weik Capital Management.

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Weik Capital Management
Outperformance Over Two Market Cycles

Change in Value of $1,000,000 Investment / March 31, 2000 - December 31, 2019
$4,950,882
WCM Equities Only Composite
(After Fee)
$4,577,086
WCM Growth Portfolio Composite
(After Fee)
$3,168,999
S&P 500 Index

See Disclosures

Weik Capital Management
Outperformance Over Two Market Cycles

Change in Value of $1,000,000 Investment / March 31, 2000 - December 31, 2019

DISCLOSURES

The performance presentation on the reverse side of this page compares the after-fee performance of WCM equities to the performance of the S&P 500 Index over the past two market cycles, beginning with the downturn that began in March, 2000. This time period encompasses seventy-nine consecutive calendar quarters. It includes two of the most severe bear markets ever recorded for U.S. equities and the substantial recoveries that followed.

For purposes of illustration, the presentation begins with a hypothetical $1 million investment on March 31, 2000. The S&P 500 actually peaked on March 24, 2000, but the closest end-of-quarter date has been utilized to facilitate performance comparisons. Similarly, closest end-of-quarter dates have been employed to represent the other dates of directional change.

The WCM Equities Only Composite (After Fee) is a composite of all equities in WCM equity and balanced private account portfolios that have been under management for more than one full calendar quarter and in which WCM has discretion over more than 95% of the assets. The returns reflect appreciation and the reinvestment of dividends and other earnings. The maximum management fee (0.25% per calendar quarter) and transaction costs have been deducted, but not any custodial fees.

The WCM Growth Portfolio Composite (After Fee) is a composite of private account portfolios in which WCM has discretion over more than 95% of the assets. These portfolios have been under management for more than one full calendar quarter and have a targeted allocation for equities of at least 76% of the total assets. The returns reflect appreciation and the reinvestment of dividends and other earnings. Management fees and transaction costs have been deducted, but not any custodial fees.

The S&P 500 Index is an unmanaged, capitalization-weighted index of the common stocks of 500 major U.S. corporations without fees or expenses. Its performance reflects appreciation and the reinvestment of dividends. It is not possible to invest directly in the S&P 500 Index.

The management of Weik Capital Management believes that the performance shown was generated with an investment philosophy and methodology similar to that described in our literature. Future investments will be made, however, in different economic circumstances, and portfolios may contain different securities than were used by Weik Capital Management during the time period covered by the returns shown. Any historical periods of favorable results are not a guarantee of future success. Any investment in equities or other security types can increase or decrease in value. Thus, it is always possible to lose capital that has been invested. The information given is historic and should not be taken as any indication of future performance. A portfolio’s return may be positive or negative, thus your investment may increase or decrease in value.

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