Butler Wick Investment Management Group
A disciplined approach to money management
Butler Wick’s Investment Management Group offers a well defined, disciplined approach to money management for clients who recognize the benefits of a professionally managed portfolio. Through individually directed accounts, we oversee funds from high net-worth individuals, corporations and institutions through trusts and retirement accounts, along with endowments, estates and pension and profit sharing plans.
In keeping with Butler Wick's investment philosophy, we balance equities, fixed income and cash according to each client's objectives and risk tolerance. We believe that formulating and maintaining proper asset allocation is paramount to a successfully managed portfolio.
Portfolio Managers
Charles M. Baker, Jr., CFA
William R. Liber
