Welcome.

It's not about us... 

It's about making the most of your investments.
 

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

  • individuals—both IRAs (rollovers) and taxable accounts

  • institutions—401K rollovers, 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.

The investment strategies are all offered through personalized separate accounts.

 

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Significant asset 
allocation factors
Major equity
style factors 
(with 34 
sub-factors)
Faith-based filtering processes
Unique strategic
moral investing
process
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1122 Lady Street

Suite 810

Columbia, SC 29201

803.699.9400

WallickInvestments.com

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