Walter & Keenan Wealth Management LLC /in/ /adv
Walter & Keenan Wealth Management LLC is an independent Registered Investment Advisor based in South Bend, Indiana. Founded in 1982, it is one of the region’s first SEC-registered investment advisors. The firm serves high-net-worth individuals and families, delivering comprehensive wealth management, estate planning, and investment advisory services. Operating for over 40 years, Walter & Keenan employs between 11 to 50 people and manages over $750 million in client assets, with a focus on personalized, fee-only advisory and multi-generational client relationships.
Investment Strategy
Walter & Keenan Wealth Management adopts a disciplined, research-intensive investment process focused on meeting the unique needs of high-net-worth individuals and families. The firm emphasizes a customized, comprehensive approach, building personalized investment plans aligned with clients’ long-term financial goals. Client portfolios are constructed and managed actively, using rigorous analysis, ongoing skills development, and careful attention to opportunity and risk. As a fee-only advisor, the firm’s sole commitment is to act in its clients’ best interest, free from third-party commissions or affiliations. Portfolios typically include a diverse mix of individual securities, mutual funds, and ETFs, with sector allocations reflecting broad market research. The firm’s philosophy centers on trust, integrity, and long-term partnership.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 5.68% | $19.5M | 39,300 | $78.74 | $497.41 | +$5.2M |
A AAPL | APPLE INC COM | 5.41% | $18.6M | 90,805 | $41.70 | $205.17 | -$1.5M |
L LLY | ELI LILLY & CO COM | 5.05% | $17.4M | 22,294 | $76.22 | $779.53 | -$2.9M |
J JPM | JPMORGAN CHASE & CO. COM | 3.64% | $12.5M | 43,172 | $93.01 | $289.91 | +$1.6M |
G GOOG | ALPHABET INC CAP STK CL C | 3.63% | $12.5M | 70,392 | $49.42 | $177.39 | +$1.5M |