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Investment Management

Seeking the guidance of the PYA Waltman team allows you to fully commit to your endeavors, while we remain steadfast in helping you accomplish your long-term financial goals.

The core of our investment philosophy is the belief that:

  1. risk is the possibility that goals go unmet, and
  2. the primary source of risk is paying prices that are too high.

In order to minimize risk, we focus on investing in assets we believe are undervalued, and avoid over-priced options. We make an estimate of value using fundamental analysis whether analyzing a stock, bond or entire market, and use that assessment to guide our buying, selling and asset allocation decisions.

Each client’s needs are individually evaluated and provided with tailored solutions. Here’s a quick look at our Investment Process.

Step 1: Goals

It all starts with listening. We first seek to understand your overall financial situation (liquidity needs, tax considerations, long-term goals, risk tolerance, time horizon, etc.) through our financial planning process. We don’t take a one-size-fits-all approach. Our desire is to help you meet your goals.

Step 2: Implementation

Once we have a comprehensive understanding of your financial situation, we will construct a portfolio using our research and risk analysis, all the while ensuring each selection aligns closely with your goals.

Step 3: Monitoring

Once we implement your plan, we will constantly monitor your portfolio to defend your interests. All of our decisions are based on a value philosophy to protect our clients from the pitfall of market extremes.

PYA Waltman is on a mission to discover the unique financial goals of our clients, and put a plan in place that best facilitates the realization of those goals.

Our team of professionals ensure that your dreams and goals are not only considered, but respected.

Launch your investing plan today. Contact us at (865) 693-6301 or info@pyawaltman.com.

Investing is most intelligent when it is most businesslike. ~ Benjamin Graham