Privacy Policy

Weik Capital Management and its employees consider your privacy of utmost concern. Weik Capital does not and will not sell your personal information to anyone, for any reason. Weik Capital does not disclose non-public personal information about its clients (or former clients) to third parties except as described below.

We collect certain non-public personal information about you from our discussions with you, from documents you complete, and in the course of providing advisory services to you. This includes information you provide on investment management agreements and custodial application and administrative forms. We also receive information about your account transactions from the custodian you have selected.

This information may include, but is not limited to, your:

  • Name, address, email address, phone number(s)
  • Social Security or taxpayer identification number
  • Date of Birth
  • Citizenship
  • Family members and/or beneficiaries
  • Assets and Liabilities
  • Income
  • Account Balances
  • Investment activity with custodians including purchases and sales

Please advise us promptly if any of the information you have provided us has changed. We may use this information to effect transactions in your account and provide other management services. In the course of doing business with us, you may be required to provide non-public personal information to your custodian via hard copy or electronic submission. You should receive a privacy policy statement from your custodian. We do not share your personal information with other third parties, except our attorneys, accountants and auditors as permitted by law. We do not sell client information to other companies for marketing purposes.

Outside of these exceptions, we do not share your personal information with third parties unless you have specifically asked us to do so. We are committed to maintaining your trust and make your privacy a priority. Weik Capital has procedures in place to protect the security and confidentiality of your non-public personal information. All employees are required to safeguard your privacy.

As required by federal law, we will notify you of our privacy policy annually. We reserve the right to modify this policy at any time and will notify you of any change. Should you ever decide to terminate your management agreement, we will continue to adhere to the privacy policies and practices described in this notice.

For questions about our policy, or for additional copies of this notice, please contact Weik Capital Management at 1075 Berkshire Boulevard, Suite 825, Wyomissing, PA 19610, or 610-376-2240.

 

contact us

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.

Abhishek Amatya

Equity Analyst

Abhi comes to us from Kathmandu, Nepal. He began his association with Weik Capital Management in 2008, supporting the firm’s equity work while he continued his education. Abhi graduated cum laude from Albright with a Bachelor of Science degree in Finance and Management and then earned his MBA at Kutztown University. He is principally engaged in the analysis of equity securities, playing a key role in unveiling investment opportunities that meet our established criteria.

Abhi also participates in the firm’s portfolio management. He is a member of the investment policy committee. Abhi is a member of the CFA Society of Philadelphia. He serves on the board of Berks Connections/Pretrial Services and is a member of the Greater Reading Young Professionals.

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