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Strategic and Moral

Wallick Investments believes God's great love for us should move us to an intentional response of faith that permeates every aspect of our lives. Our response is wealth planning steeped in virtue and  a disciplined, faith- and factor-based investment process designed without indifference to investment science or Christian morals.

Our end goal is worthy stewardship. To help our clients achieve this lofty goal, we attempt to accentuate the positive— virtue, positive social impact and investment gains; and eliminate, or at least minimize, the negative— vice, negative social impact and investment losses. Perfect stewardship may be difficult to achieve but we want to do all we can to avoid indifference.

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