It's about making the most of your investments.
 

We are a fee-only advisor (Registered Investment Advisory firm) 
and a team with more than half century of experience to manage
your investment accounts—

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• individuals—IRAs (including rollovers) and taxable accounts

• institutions—401Ks, corporate pensions foundations
  and endowments

• other non-affiliated financial advisors, including banks, 
  CPAs, attorneys and financial planners.

We would be honored to share the wisdom and success of
faith-based factor investing we call Strategic Moral Investing.

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The investment strategies are all offered through personalized separate accounts.

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4-star Morningstar Rating for Wallick Investments’ Fidelis
among 135 Mid-Cap Blend products for Overall risk-adjusted performance as of March 31, 2021

4

Significant asset 

allocation factors

3

Major equity

style factors 

(with 34 
sub-factors)

2

Faith-based filtering processes

1

Unique strategic

moral investing

process

Press Releases 

May 13, 2021 - 4-star Morningstar Rating for Wallick Investments’ Fidelis
in new Style category

February 18, 2021 - Highest Morningstar Rating for Wallick Investments' Fidelis among 446 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of December 31, 2020 

November 18, 2020 - WI Fidelis 4-star Morningstar Rating Continues

August 5, 2020 - 4-star Morningstar Rating Continues for WI Fidelis

May 13, 2020 - Wallick Investments Fidelis 4-Star Morningstar
Rating Overall

February 18, 2020 - Highest Morningstar Rating for Wallick Investments' Fidelis 

November 19, 2019 - Highest Morningstar Rating for Wallick Investments' Fidelis composite for 3-year risk-adjusted performance as of September 30, 2019