We believe that investment in good businesses is an optimal way to accumulate capital.

Our long-established investment philosophy has developed over many years of independent thought, reflection, and study. We have been influenced, however, by our observations of a number of successful investors and business executives, especially Warren E. Buffet.

We would not begin to suggest that our approach is identical to Buffett’s or that we offer the same genius as Buffett does when applying investment principles. We do wish to acknowledge, though, that he has had a considerable impact on our philosophy. Our observations of Buffett’s approach to investing predate the formation of our company and extend back to the early 1970s.

We believe that investment in good businesses is an optimal way to accumulate capital. We seek the superior returns that stocks can offer only to the extent that this is consistent with client objectives and risk tolerance. While we typically seek substantial appreciation from each equity we select, we are content to realize this potential over many years. For clients seeking income as well as growth, we employ a conservative fixed-income strategy in the belief that the risk exposure of a balanced portfolio should be focused on the equity sector.

We recognize there are expenses associated with investing, and we focus on minimizing them. Our objective of compounding the returns of good businesses over many years serves to reduce transaction expense. Of greater significance, it also tends to defer and reduce taxation for clients subject to taxes.

Investment returns are negatively impacted not only by expenses but also by errors in judgment. All investment managers make misjudgments, and any investment program has inherent risks. We endeavor to manage these risks through a variety of efforts, which include employment of Benjamin Graham’s concept of “margin of safety.”

Thomas W. Weik

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Thomas W. Weik

President & Chief Investment Officer

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Thomas W. Weik

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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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Copyright © 2021 by Weik Capital Management.

Thomas W. Weik

President & Chief Investment Officer

Tom founded Weik Capital Management in 1987 and has supervised the firm’s investment work since that time. His responsibilities include overseeing equity analysis and portfolio management. Tom chair’s the firm’s investment policy committee. Prior to founding Weik Capital Management, he served as Vice President and Portfolio Supervisor at another investment advisory firm. Tom’s experience also included Vice President positions at two major brokerage firms. After he graduated from Lebanon Valley College in 1964, Tom engaged in graduate work at Roosevelt University and a doctoral program at the Illinois Institute of Technology. His education was interrupted by the Vietnam War when he was called to duty and served for four years as a staff officer at Headquarters Tactical Air Command, USAF.

Tom has written investment columns for two Pennsylvania newspapers. He is a trustee emeritus of Albright College, having served the college as Chairman of the Investment Committee for more than ten years. Tom served on the board of the Foundation for the Reading Public Museum and chaired the Joint Trust Fund Committee for approximately ten years. He is a member of the CFA Society of Philadelphia and the Berks County Estate Planning Council. Tom is a nationally prominent tournament bridge player, having won a national championship and more than 14,000 master points. He is a past president of District 4, a six-state subdivision of the American Contract Bridge League. He currently serves on the District’s board and executive committee.

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