How We Deliver Long-Term Wealth for Families

At PYA Waltman Capital, the foundation of our success is clear: a values-driven culture, a disciplined investment process, and a team of trusted professionals who care deeply about your long-term financial future. In this video, Bill Waltman and Eric Foster explain how our process and people protect your wealth—and why our clients sleep better at night because of it.

What You’ll Learn in This Video:

• Why our firm is built on process, not personalities
• How our culture of excellence, trust, and gratitude shapes every client experience
• Why we avoid risky, speculative investments—and focus on durable businesses
• How our investment discipline and internal collaboration drive consistency over hype
• Why we’ve chosen a “boring but beautiful” investment philosophy for long-term success

Core Principles That Guide Our Firm:

• Excellence through continuous learning and execution
• Trust earned through transparency and consistency
• Gratitude for the opportunity to serve and guide families
• Humility in what we don’t know—and focus on what we can control

We’ve grown from a small practice to managing nearly a billion dollars in assets because we stay true to what works: smart people, strong process, shared values. Our goal is not to “predict” markets, but to protect our clients’ wealth through time-tested, research-driven strategies and a culture that clients feel the moment they walk through the door.

If you value integrity, disciplined investing, and a team that’s aligned with your long-term goals, we invite you to discover the PYA Waltman Capital difference.