We look far above and beyond the obvious.

learn more about the GM Walton Investment advantage

Every day and in every way, GM Walton Investment strives to discover your unique needs and objectives and help develop a plan for you to achieve them. We are confident that we can develop a plan to meet all of your investment needs.

Reliability and Confidentiality

Above all, we are committed to providing you with the highest degree of confidentiality and discretion. Every member of GM Walton Investment is guided by our values of client focus and integrity and we realize that we cannot put a price on the trust that our clients place in us.

Independent and Objective

GM Walton Investment is positioned to provide objective, unbiased advice. We do not sell any one particular investment organization’s products. Investment decisions are based on what would best help you meet your investment goals. Our allegiance is to you, our client, and to your best interests.

Diverse Investment Choices

We have long been a leader in the domestic and international fixed income markets for many years providing clients with the ability to invest in fixed income instruments denominated in multiple currencies. Today, GM Walton Investment combines their fixed income expertise with their GM Walton Investment Investment Advisory Services combining the power of institutional style investing, GM Walton Investment diversification, and periodic rebalancing into one platform.

Ongoing Monitoring and Communication

We believe that the investment process is a fluid and ongoing one. It does not end with the implementation of your portfolio. We offer continuous monitoring of your investments and rebalancing through periodic reviews and provide statements and reports that will keep you up to date and informed on your portfolio and financial situation.

Schedule A Free Consultation

At GM Walton Investment Services we provide an institutional style approach to our high net worth clients that seek domestic and international investment direction.

Experience and Expertise

For more than 25 years we have been helping domestic and international individuals and corporations work toward their financial goals. Our extensive network provides us with access to markets around the world that gives us the ability to provide competitive execution and pricing. GM Walton Investment is a full service wealth management firm and can service all of your investments needs under one roof. Our staff has been with us for many years and work together to ensure that experienced staff members are always available to assist you.