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About

I am K. Michael Wallace, owner and senior advisor for an independently owned Financial Advisory company called Wallace Investments.

Wallace Investments are an International Financial Advisory company with offices in multiple jurisdictions over the world. Working with Wallace Investments gives me the ability to advise my clients in the United States as well as clients around the world.

Our History


K. Michael Wallace
Founder & CEO of Wallace Investments
Click here to see Magazine profile of K. Michael Wallace
K. Michael Wallace was voted for the front cover of “THE TOP 100 PEOPLE IN FINANCE”
Click here for ADV Brochure part 2A & Supplement
Click for link to Securities Exchange Commission Broker check…Click the FIRM TAB and type in Wallace Investments

2009

Bestselling Author

K.Michael is an accomplished author. With thousands of copies collectively in print, his series of books on Real Estate finance have been taught in English and Spanish and educated countless people worldwide.
TO SEE AN EXAMPLE OF ONE OF THE REAL ESTATE INVESTING TECHNIQUES TAUGHT BY MR. WALLACE ****click here….

2012

Background & Investing Experience

K. Michael Wallace first started trading the stock and commodities markets at age 19 where he successfully managed an investment fund for his family, investing in gold and silver, stocks, commodities and limited partnerships. K. Michael Wallace graduated from the The Commodities Educational Institute in San Francisco where he obtained his Series #3 license to trade commodities and futures, making him one of the youngest persons to ever take and pass the rigorous exam at age 19. At age 20 he began work in the commodities division of Merrill Lynch in New York City where he gained experience in the operational side of the brokerage business.

Within a year he was given an opportunity to work on the Commodities Exchange Center at 4 World Trade Center in New York on the trading floor. This is where K. Michael Wallace developed and honed his skills in investing through the fast moving trading pits. After a number of years there he moved on to work at one of the top investment banks on Wall Street, “Lehman Brothers”. There he worked on the S & P 500 futures trading desk managing customer’s trades and executions.

After only a brief time in that position, management noticed his trading ability and immediately promoted him to Foreign Exchange/Spot Metals Trader on the interbank trading desk, the top trading position for the company. There he traded for the most wealthy and famous traders in the world, traders such as Michael Marcus, Paul Tudor Jones of Tudor Investments, George Soros one of the most successful and influential traders of our time, and many others. The transactions that he participated in involved foreign currency trades through the banks of the major financial centers of the world such as Hong Kong, Singapore, Australia, Frankfurt and London England. These types of trades are made by large traders, mostly money managers that control millions of dollars for investors. The average trade for these kinds of transactions was 10-20 million, and as high as 800 million for a single trade.

These experiences gave K. Michael Wallace the expertise to go off on his own and start his own investment business presently known as Wallace Investments. His investment company has managed successfully for 20 years portfolios of Futures, Stocks, Private Businesses and Real Estate.

Wallace Investments most recent audit for their investing performance for the year ending 2018 prepared by Shaun Accounting of Astoria New York said…click here to see “FINANCIAL PERFORMANCE”

“K. Michael Wallace is one of our business clients
He has been working as an Investment Advisor for the
last 23 years, operating under the name of Wallace
Investments. We have audited his books, prepared
financial reports and filed his taxes. Based on our
records, we confirm that Wallace Investments, 2017,
has paid it’s investors an annual return of 36.35% on
their investments. This shows a significant improvement
and a leading edge over the Dow Jones Industrial Average
which only returned 25.08%. And it’s just not the Dow Jones
Average, Wallace Investments has out performed the
average Hedge fund according to the Barclay’s Hedge fund
index of 10.94%. As you can see by the table presented
below, Wallace Investments has repeatedly out performed
these indexes in the last 3 years, showing a consistent
profitable investment strategy for their clients.

Wallace Investments… 2015 12.25%…. 2016 19.06%…. 2017 36.35%
Dow Jones Ind. Avg….. 2015 -2.23%…. 2016 13.41%…. 2017 25.08%
Barclays Hedge Index..2015 0.28%….. 2016 6.15%….. 2017 10.94%

Though the past results are no guarantee for future
results, but with his hard work and investment foresight,
K. Michael Wallace has outperformed some major
investment brokers. Hence he deserves a pat on
his back and our support”.
Dated: Jan. 4, 2018 Annul Hague
Accountant

With many years of successful investing from the commodity trading floors to making million dollar trades at top investments banks on Wall Street has given K. Michael Wallace the credentials and ability to profitably invest for his clients consistently over the years.

2013

Award-Winning Educator

K. Michael appears frequently, talking to thousands of people every year, and is widely acknowledged as an entertaining and informative speaker. He publishes an award-winning monthly newsletter and his website offers comprehensive and free personal finance education.
To sign up for the “WALLACE INVESTMENT FINANCIAL PLANNING NEWSLETTER” **click here…..

LEARN MORE ABOUT K.MICHAEL WALLACE AND WALLACE INVESTMENTS…click here

2015

Credentials & Licenses

New York Financial Advisor #CRD300335
New York Derivatives License NASD
New York Life/Annuity Broker Insurance License #1079093
New York Real Estate Broker License #10351213134
New York Real Estate Instructor License NYS Approved
New York City Contractor License #2046871-DCA
New York City Home Improvement Sales License #2027149-DCA
New York Nassau County Contractors License #H0107160000-DCA
New York Westchester County Contractors License #WC-29261-H16

Surety Bond #61834193
$1,000,000 Liability Insurance #596427449
Errors & Omissions Insurance #596427449


Ainul Haque
Director of Accounting & Tax Strategy


Ihor Pelekh
Director of Investments & Sales


Eric Snieder
Director of Real Estate
Investments & Sales

My job is to help professionals to achieve their financial goals whilst having adequate protection along the way. I do this by tailor making financial solutions to suit my clients individual needs. By making my clients money work harder, making sure its in the right place at the right time and accessible if needed, I can make a real difference to their families futures.

K.Michael Wallace
Focus Areas
Certifications

;New York Financial Advisor #CRD1705900
New York Derivatives License NASD
New York Life/Annuity Broker Insurance License #1079093
New York Real Estate Broker License #10351213134
New York Real Estate Instructor License NYS Approved
New York City Contractor License #2046871-DCA
New York City Home Improvement Sales License #2027149-DCA
New York Nassau County Contractors License #H0107160000-DCA
New York Westchester County Contractors License #WC-29261-H16

Surety Bond #61834193
$1,000,000 Liability Insurance #596427449
Errors & Omissions Insurance #596427449 

Why K. Michael Wallace?

How I Work For You

I work for people like you, folks who are tired of the deceptive business practices pervasive in the retail mutual fund industry, and who are tired of suffering greater risks, higher fees and lower returns than they should.

Who I Am

I am the owner of one of the fastest growing independent financial Advisory firms in the nation, managing more than $15.2 million for more than 300 hundred clients both online and via offices through out the world.

How to Work With Me

Whether you’re just starting out in your career, already retired, or in between, you deserve access to the best investment management advice available.

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