Investment Management

At Walla Street Wealth Management, Inc., our investment team has earned an impeccable reputation for advanced portfolio design and risk-controlled investing. As one of the nation’s leading independent wealth management firms, we take our role as your Investment Adviser seriously. We take a more advanced approach to portfolio design, by customizing each portfolio utilizing low-expense, best-in-class investments that focus on delivering stability, consistency, protection and growth.

Fiduciary Adviser

At Walla Street Wealth Management, Inc., we have a fiduciary duty to provide advice that is solely in your best interests, as one of our investment advisory clients. The term “fiduciary” is defined as someone who is legally and ethically obligated to always put client interests above their own, and having a fiduciary duty eliminates many of the conflicts of interest that are common in other financial firms (such as high commissions or unfavorable pricing).

Fee-Based Advice

At Walla Street Wealth Management, Inc. we’re invested in your future…and we mean that literally. The majority of our clients have engaged our Investment Management services on a “fee basis” (not commission), which means that our compensation is based on the value and future performance of your investment account. On average, our Investment Management clients experience a cost of 0.85% per year for our comprehensive services. By partnering with our clients in this way, our success as a firm depends solely on your success as a client.

Types of Investments

• Stocks, Bonds, Mutual Funds, ETFs, Options*

• Annuities (fixed, indexed, variable)*

• Real Estate Investment Trusts (REITs)*

• Oil & Gas Partnerships*

• Structured Notes (Buffer, Barrier, Absolute Return)*

• Market-Linked Index CDs (FDIC Insured)*