Portfolio management is conducted using a team approach that typically involves reviews by different team members.

Weik Capital Management consults closely with its clients to determine their objectives and develop appropriate allocation plans. An Investment Policy Statement is then derived from this information, all of which is recorded for future reference by both client and advisor. Clients are requested to communicate any changes in their circumstances that may possibly impact their investment objectives.

The client’s objectives and portfolio plan are communicated to the firm’s portfolio managers verbally and through our company’s information system. Our information system also includes internal “buy,” “sell,” and “watch” lists supervised by our Chief Investment Officer. These lists may include specific action prices.

Portfolio management is conducted using a team approach that typically involves reviews by different team members on multiple occasions each month. Reviews may be driven by changes with respect to the general market or individual issues. In-depth reviews are accomplished by at least one team member each month. Additional reviews are undertaken by the Chief Investment Officer, who also monitors all trading activity.

We manage both equity portfolios and balanced portfolios. Equities are generally selected with an objective of long-term appreciation. Portfolio turnover is much lower than that of the industry at large. Fixed-income securities are conservatively selected to provide income, stability, and relative safety. Depending on client objectives, we may employ Treasuries, agencies, corporates, or municipals in a balanced portfolio. If appropriate, our portfolios may contain no-load mutual funds or other instruments selected to provide greater diversification, safety, and liquidity.

Warren W. Weik

Meet our Vice President Portfolio Management

Warren W. Weik

Vice President Portfolio Management

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Warren 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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PRIVACY POLICY

Copyright © 2021 by Weik Capital Management.

Warren W. Weik

Vice President Portfolio Management

Warren joined Weik Capital Management in 2010 and became a member of the investment team in 2012. He plays a key role in portfolio management and is also engaged in equity research. In addition, Warren assists the president with the administration of the firm’s business. He is a member of the investment policy committee. Warren received his BS in Business Administration from Albright College, where he graduated summa cum laude in 2011. Prior to joining Weik Capital Management, he was employed by Penske Truck Leasing and was responsible for national rental and lease accounts.

Warren is a member of the CFA Society of Philadelphia and the Rotary Club of West Reading — Wyomissing. He is a director of the World Affairs Council of Greater Reading and serves as treasurer for the board. Warren is also on the board of the YMCA of Reading & Berks County.

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