History / Firm Profile

In 1987, Rich Zemenick and Jim Walker were seeking a market niche from which they could serve the affluent investor in a distinctive way.  In their research, they found very few alternatives available to investors wanting to be actively involved in the investment process.  Together they created a uniquely defined investment advisory firm whose structure ensures the best interests of their clients.

A critical influence on the philosophical development of the firm was the desire to provide clients with a disciplined, business-like approach to managing their money.  Clients assume the role of CEO, naming the strategic direction for their investments, while Zemenick & Walker, Inc. assumes the role of CIO, providing clients with information and advice necessary to manage their portfolio and the resources to carry out their initiatives.