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Who We Are

November 24, 2016

William J. Block is the President and CIO of W.G. Investment Research LLC. Mr. Block is a CPA with 5 years of experience in public accounting, and 3+ years of experience in the financial services industry. Mr. Block earned his Master of Accountancy degree in 2008 and his B.S. in Business Management in 2007. 

Mr. Block has 10+ years of investing experience, and has been intrigued by the market from the start. Over the years, Mr. Block has learned that long-term investing is a discipline that, if followed, will help contribute to building lasting wealth.


The following two quotes reflect the firm’s investment philosophy: 

Peter Lynch – “Behind every stock is a company. Find out what it's doing.”  

Warren Buffet – "Successful investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time: You can't produce a baby in one month by getting nine women pregnant."




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