Discover All Your Possibilities With A True Fiduciary
OUR STORY
Wallace Hart was founded with the vision to truly help clients see the possibilities of life. With a careful capital management approach to seek to preserve and enhance wealth, our clients can confidently pursue their passions in life, knowing that we are keeping a diligent watch over their hard-earned assets. The principals of Wallace Hart gained their investment experience at the most prestigious firms — yet we saw an opportunity to do it better.
With over 20 years of Wall Street experience, we have pioneered a unique approach designed to help mitigate drastic swings in a volatile market — our solution to keep you comfortably invested. We utilize the investment expertise gained from working for large institutions, but we approach relationships with clients like a high-end boutique. We keep our client base small to better understand clients' goals and preferences, and create personalized plans.
Our Values
LEADING EDGE STRATEGIES
We are committed to using advanced, forward-thinking strategies instead of following what the media promotes, and take pride in innovating rather than relying on the status quo.
PRACTICE WHAT WE PREACH
At Wallace Hart, we don’t use strategies just because they sound good. We use every strategy we recommend for our business and our own portfolios.
LEARN, INVEST, TEACH, REPEAT
As investment advisors, we are constantly striving to learn more about our own craft so we can teach what we learn to our clients. We want every client to feel confident and knowledgeable about their financial future.
A CAN-DO MINDSET
We firmly believe that every problem has a solution and every obstacle a workaround. Our job as problem-solvers is to find them.
COLLECTIVE COLLABORATION
We work together to support each other, augment each other and care for each other, leading to better support and care for our clients.
BE A GOOD CITIZEN
We care about our communities, and each of us represent Wallace Hart through our decision and actions. As a firm we’re committed to supporting non-profits by joining the Pledge 1% Movement.
DO WELL BY DOING GOOD
We believe that by contributing to the communities in which we live, work and invest can amount to collective positive impact. That’s why we actively participate and support our chosen philanthropic initiatives – to make a measurable difference.
Sanders-Brown Center on Aging
The University of Kentucky Sanders-Brown Center on Aging (SBCoA) basic and clinical scientists work together to improve the health of the elderly in Kentucky and beyond through research dedicated to understanding the aging process and age-related brain diseases, and education, outreach and clinical programs that promote healthy brain aging.
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Pledge 1%
Wallace Hart is proud to be a part of Pledge 1%. Pledge 1% is a corporate philanthropy movement dedicated to making the community a key stakeholder in every business. Pledge 1% encourages and challenges individuals and companies to pledge 1% of equity, product, and employee time for their communities.
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Mikeroweworks Foundation
Through its Work Ethic Scholarship Program, the mikeroweWORKS Foundation provides financial assistance to qualified individuals with a desire to learn an in-demand skill at trade schools across the country.
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Lexington Dream Factory
The Lexington Chapter of the Dream Factory grants dreams to children with critical and severe chronic illnesses in the Lexington, Southern and Eastern Kentucky area.
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Carnegie Center for Literacy
The Carnegie Center for Literacy and Learning empowers people to explore and express their voices through imaginative learning and the literary arts.
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Learn more about how Wallace Hart can help you imagine your life’s possibilities