WALLS INVESTMENT MANAGEMENT COMPANY

Overview

Walls Investment Management Company operates as a small, fee-based advisory boutique that concentrates client portfolios in exchange-traded equities and separately managed account structures. The firm serves both individual and institutional clients and offers portfolio management for individuals/small businesses as well as for pooled investment vehicles. Its stated preference is equity exposure, implemented primarily through exchange-traded instruments, while supplementing core equity allocations with third‑party alternative fund exposures for diversification and income generation. Portfolio construction appears to emphasize liquid, tradable public securities for the majority of client assets, using SMAs and ETFs to deliver tailored equity exposures and manager‑driven pooled vehicles where appropriate. The firm charges clients on a percentage-of-AUM basis and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices