# Walsky Investment Management

Walsky Investment Management is a Multi Family Office based in Wyomissing, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Wyomissing, United States
- **Region:** North America
- **Address:** 2650 Westview Dr, Wyomissing, PA 19610, United States
- **Founded:** 1985
- **Assets under management:** 122 (Altss estimate)
- **Website:** walsky.com
- **LinkedIn:** https://www.linkedin.com/company/walsky-investment-management

## Regulatory record

- **CRD number:** 106991
- **SEC file number:** 801-124822
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106991

## About

Craig Hafer established Walsky Investment Management in 1985. His father, Fred D. Hafer, previously led GPU Inc. and FirstEnergy Corp. The firm functions as a multi-family office that supplies investment management, estate planning, and governance services to multiple client families. Walsky targets public equities and fixed income. It favors dividend-paying stocks for income growth and capital appreciation. The firm does not use fund-of-funds structures. Allocations remain concentrated in North America. Craig Hafer serves as president, chairman, and treasurer. Elizabeth Ann Ward serves as vice-president, secretary, and chief compliance officer. The firm maintains membership in the Greater Reading Chamber Alliance and the CFA Institute. No dated operational events from the last 24 months appear in available records. Walsky integrates investment decisions with estate and governance services inside a single registered advisor entity. This structure keeps oversight of multi-generational planning within one regulated firm rather than through separate external vehicles.

## Sectors

- Public Equities
- Fixed Income

## People

- Craig Hafer — President, Chairman, and Treasurer

## Questions

### Who runs investment decisions at Walsky Investment Management?

Craig Hafer serves as president, chairman, and treasurer. Elizabeth Ann Ward serves as vice-president, secretary, and chief compliance officer.

### Does Walsky Investment Management participate in fund commitments or only direct deals?

The firm does not use fund-of-funds structures and focuses on direct holdings in public equities and fixed income.

### What investment stages does Walsky Investment Management typically target?

The firm allocates to public equities, with emphasis on dividend-paying stocks, and to fixed income securities.

### How is Walsky Investment Management related to its founders' family background?

Craig Hafer founded the firm. His mother, Martha Hafer, has been active in Berks County philanthropy.

## Related profiles

- [Alpha Fiduciary](https://altss.com/profile/alpha-fiduciary)
- [Castle Island Family Office](https://altss.com/profile/castle-island-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/walsky-investment-management

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