It's not about us...
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
other non-affiliated financial advisors, including banks,
CPAs, attorneys and financial planners.
The investment strategies are all offered through personalized separate accounts.
Wallick Investments’ Fidelis composite receives Morningstar’s highest rating for
3-year risk-adjusted performance as of September 30, 2019
Faith-based filtering processes
Quarterly Market Commentary includes