But that is just the starting point. The next step is implementation and management. We pride ourselves on conducting independent research to form an opinion on the investments that we recommend to our clients. We believe that much of the research that is available in the marketplace is tainted by the inherent conflict of interest of underwriting securities and issuing research reports on these same companies. Our sole focus is to select securities and managers that will help you achieve your goals.

Communication is extremely important in the investment management process. In an effort to keep you fully informed on your progress toward achieving your goals, you can expect to meet with an advisor from PYA Waltman at least semiannually.

Our method of compensation for investment management service is an asset-based management fee. This fee varies with the amount of assets under management.