
Wallick Investments Relocates
“Every member of our firm is thrilled with the beauty and welcoming charm of this home office— for our clients and community.” - Susan Wallick, Principal and Director of Marketing and Communication
Wallick Investments continues to grow, serving private clients and managing the WI Fidelis Multi-Cap Multi-Factor Index (Fidelis100.com), licensed by Inspire Investing, which offers the WI faith and factor-based investment methodology through the Inspire Fidelis ETF (NYSE: FDLS).
Established in 2005, Wallick Investments, LLC is licensed in North and South Carolina and specializes in strategic moral investing— a faith and factor-based investment methodology. Offering both investment advisory and portfolio management, WI’s strategies and resources are available to individuals, institutions and other non-affiliated advisors, either through a direct client relationship with Wallick Investments, or through the Inspire Fidelis ETF (NYSE: FDLS), whose mandate is to replicate the investment results that generally correspond, before fees and expenses, to the performance of the Fidelis 100 Index managed by Wallick Investments (Fidelis100.com). For the Inspire Fidelis ETF prospectus, visit Inspireetf.com/fdls. Read carefully before investing. For more information about Wallick Investments, visit WallickInvestments.com or e-mail DanWallick@wallickinvestments.com.
Daniel Wallick
Wallick Investments, LLC
+1 803-699-9400
email us here
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