Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window

Butler Wick Investment Management

City Centre One, Suite 700
Youngstown, Ohio 44503
United States
Contact :      William Batcheller
Phone :       330-744-4351
Fax :             330-744-2539
Email :
Web : 

Butler Wick Investment Management Information

Type of organization :
Total Assets Managed ($Mil) : $120
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1989
Wrap Programs Offered? : Yes
# of Accounts Managed : 51
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Butler Wick Investment Management History

Since 1989, Butler Wick Investment Management Group has structured and managed custom portfolios consisting of high quality stocks and investment grade bonds to meet the specific long-term investment objectives of each client. Butler Wick manages portfolios for individuals and their families, charitable and educational foundations, corporate and governmental pension and profit sharing plans, and Taft-Hartley plans. Our team of highly experienced professionals works directly with each client to help them achieve their investment objectives. Our senior portfolio managers have been with the firm since its inception, and the firm's investment professionals have an average more than 25 years of investment experience.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Butler Wick Investment Management Personnel

Mr.  William Batcheller

Tel : 330-744-4351
William G. Batcheller joined Butler Wick in 2004. In addition to overseeing and directing the firm?s investment management activities, he also manages client portfolios and serves on Butler Wick?s Management Committee. Bill has 22 years of investment experience, including leadership positions in investment research, portfolio management, investment strategy and investment banking. He holds a BA from Union College and a MBA from the University of Virginia?s Colgate Darden Graduate School of Business Administration.

Butler Wick Investment Management Product Name

Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.

Print  Close Window