Wall & Company was started in 1996 by Warren W. Wall. A self-described "former traditional stockbroker," Warren used to recommend the "buy and hold" philosophy of investing. That is until the stock market crash of October 1987.

"It woke me up to the real dangers and high risks of stock and bond investing. After witnessing client investment losses that exceeded everyone's expectations, I began to question the soundness of the 'buy and hold' philosophy. I couldn't understand why any financial adviser or analyst would recommend that their clients 'sit through' severe declines in their investment portfolios without any attempt to minimize losses or protect the assets.

"There had to be a better way to manage a customer's risk exposure, I thought. This was particularly a concern for my clients who were retired and could not afford large downward swings in their portfolios. This experience, as well as later market declines, helped define my investment philosophy and definition of 'Investment Success.' Simply stated, we define investment success by not only how well your investments do during the good times, but by how well your investments are protected during the bad times."

With a financial and client service team that includes Warren Wall, a dedicated Certified Senior Advisor and Certified Financial Planner™ certificant, we are constantly striving to accomplish our corporate mission at Wall & Company to help our clients enjoy a worry free retirement.

Contact us so we can show you our investment strategies.