Client Account Login (Independent custodian; WCP is not affiliated with Schwab)
Mission
[01]
Personalized Wealth Management
We develop investment strategies based on each client’s objectives, time horizon, liquidity needs, financial circumstances, and tolerance for risk. Investment strategies involve risk, including the possible loss of principal, and may not achieve their intended objectives.
[02]
In-House Management
For managed accounts, our advisory team generally makes portfolio allocation and trading decisions rather than outsourcing those responsibilities to an unaffiliated third-party manager. This structure supports direct oversight and communication but does not eliminate investment risk or guarantee any particular result.
[03]
Long-Term Growth
We generally emphasize long-term objectives over short-term market movements and use research and ongoing portfolio monitoring to inform our decisions. A long-term approach may underperform during certain periods and does not ensure that wealth will be preserved or increased.
[04]
Client-Centric Solutions
We provide ongoing guidance intended to help clients evaluate investment decisions and navigate changing financial circumstances. Our advice is based on the information clients provide and the scope of the advisory relationship, and it cannot address every financial risk or circumstance.
Independent Account Custody
Walker Capital Partners, LLC uses Charles Schwab & Co., Inc. (“Schwab”), a registered broker-dealer and member SIPC, as the independent qualified custodian for certain client accounts. Schwab provides custody, trading, account-statement, and related support services. Clients whose accounts are maintained at Schwab receive account statements directly from Schwab and may access their accounts through Schwab’s platform.
Walker Capital Partners provides investment advice and portfolio-management services, while Schwab maintains custody of the account assets and processes transactions according to the applicable account arrangements. Walker Capital Partners is independent of and is not owned by, affiliated with, or supervised by Schwab.
SIPC protection may apply when a SIPC-member brokerage firm fails and customer cash or securities are missing, subject to applicable eligibility requirements and limits. SIPC does not protect against market losses, declines in investment value, or unsuccessful investment recommendations. Additional information is available at SIPC.org.
Independent Custody at Charles Schwab
Schwab provides custody and account-access services for qualifying client accounts. Clients can review account information, statements, and transaction activity through Schwab’s platform. The availability and functionality of Schwab’s services are governed by the client’s agreements with Schwab.