Know Your Money!

Wallace Investment Management and Research, LLC is an independent Registered Investment Advisor that provides financial advice, money management, and investment consulting services. The firm was founded by Kenneth W. Wallace, CFA who is an experienced investment professional with a passionate drive to provide superior customer service and customized solutions to meet clients’ financial and investment needs.

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Wallace Investment Management and Research, LLC

About The Firm

    Wallace Investment Management and Research, LLC is an independent registered investment advisor that provides financial advice, money management, and investment consulting services. The firm was founded by Kenneth W. Wallace, CFA who is an experienced investment professional with a passionate drive to provide superior customer service and customized solutions to meet clients’ financial and investment needs..

Why Choose Us?

  • Experience and knowledge
    • 14 years of investment industry experience working with clients of all sizes from the individual investor to multi-billion dollar pension plans and foundations.
    • CFA charter holder (Chartered Financial Analyst –www.cfainstitute.org)
  • Independence and objectivity
    • Limits conflicts of interest and provides accountability
    • Increases investment options
  • Client interests and advisor interests are aligned
    • Fiduciary responsibility to do what is in the client’s best interest
    • Asset based fee benefits both the client and the advisor

Services Provided

  • Financial advice for individuals
    • Retirement planning
    • Taxable savings
    • College Planning
    • Insurance analysis
    • Estate Planning
  • Financial advice for business owners
    • Retirement plans
    • Growth capital
    • Exit strategies
  • Money management
    • Discretionary authority to manage your money
    • Asset Allocation / Risk Management / Absolute Return
  • Investment consulting services
    • Investment manager research and  other due diligence needs
    • Asset allocation research