WWK Investments

Mission Statement: "Investors First"

Above all else, we commit ourselves to putting investors first by helping our clients work towards achieving their financial goals and objectives, by providing the best possible money management services and continually monitoring our clients’ investments.

History

WWK Investments, Inc. is the third generation of independently, family-owned, financial businesses. In the mid 1930’s, Vincent Welch founded the Credit Bureau of Wyandotte. In 1967, Vincent’s son Tom entered the brokerage business. After seven years, he resigned as vice president of a large regional brokerage firm and founded his own firm based on the “Investors First” concept.

In 1997, Daniel Welch, Jason Welch, and Amy (Welch) Kelley began WWK Investments, Inc. Tom continues to be a consultant on a regular basis. WWK has continued the tradition of the “Investors First” philosophy. While publicly held brokerage firms must balance the needs of the firm, brokers, shareholders and investors, our commitment is to our clients. Our integrity is our greatest asset.

Specialized Training

WWK is committed to continuing education. Our representatives receive regular specialized training from a number of the world's largest insurance and mutual fund companies, as well as meetings with third party administrative firms. This training includes personal meetings with portfolio mangers, analysts, and industry specialists. During these meetings, various topics are covered including investment strategies, client services, and changes in the law that may affect the financial industry and our clients.

Recognition

Representatives at WWK have received recognition from a number of money management companies for their "financial expertise and dedication to principles of sound investing". Dan and Jason have been members of the American Funds President's Club collectively for more that 15 years. Additionally, they have both been distinguished members of the American Funds Advisory Council. This is the highest honor given by the American Funds.

Our Clients

WWK currently manages over $225 million for more than 700 individual clients and 40 corporate clients. We specialize in developing and maintaining retirement and college planning for corporations and individuals. Collectively, we have been managing corporate retirement plans since 1981. Our corporate clients consist of self-employed individuals, small local businesses, non-profit organizations, foundations, school districts, and larger corporations with multiple locations throughout the United States.