top of page
NLS portrait.jpg
March 6, 2024 - Wallick Investments now offers holistic financial planning
NLS portrait.jpg
March 6, 2024 - Wallick Investments now offers holistic financial planning
WIFidelisIndexgraph.jpg
March 28, 2025 - Fidelis 100 Index turns 3
WadeStinnetteportrait.PW.jpg
March 26, 2025 - Wallick Investments celebrates
10-year partnership with Wade Stinnette
WallickInvestments.Lincoln.web.jpg
January 29, 2025 - Wallick Investments relocates
Danwallickportrait_edited.jpg
August 15, 2024 - LPL and Raymond James now offer Inspire Investing’s Fidelis ETF
WIFidelisIndexgraph_edited_edited_edited
April 2, 2024 - Fidelis 100 Index 2 year performance for benchmarking faith and factor investing
NLS portrait.jpg
March 6, 2024 - Wallick Investments now offers holistic financial planning
WIFidelisIndexgraph.1yr.jpg
March 23, 2023 - Faith and factor-based WI Fidelis Index outperforms S&P 500 Index
L.BreesePRPortrait.sm.jpg
March 17, 2023 - Wallick Investments welcomes Lisa Breese, Community Relations Coordinator
5Star_Seal_OverallRating.jpg
February 14, 2023 - Highest Morningstar Rating for Wallick Investments Fidelis' 3-, 5-, 10-year and Overall risk-adjusted performance continues
5Star_Seal_OverallRating.jpg
November 15, 2022 - Highest Morningstar Rating for Wallick Investments Fidelis' 3-, 5-, 10-year and Overall risk-adjusted performance
Eric Blake Headshot cropped HR.jpg
October 12, 2022 - Wallick Institutional welcomes Eric Blake
FirstFDLSTrade.cropped.jpg
August 31, 2022 - Wallick Investments Inspires Fidelis ETF
NYSE: FDLS
WI.JDW.jpg
August 11, 2022 - Jacob D. Wallick earns CFA® charter
5Star_Seal_OverallRating.jpg
August 5, 2022 - Highest Morningstar Rating Continues for WI Fidelis 10-year and Overall risk-adjusted performance
5Star_Seal_OverallRating.jpg
May 18, 2022 - Highest Morningstar Rating for WI Fidelis 10-year risk-adjusted performance
4StarSealOverallRating.jpg
February 11, 2022 - 10-year performance & 4-star Morningstar Overall rating for faith- & factor-based WI Fidelis
4StarSealOverallRating.jpg
November 5, 2021 - Faith- & factor-based WI Fidelis receives 4-star Morningstar Overall rating 23/28 quarters
4StarSealOverallRating.jpg
August 13, 2021 - Faith- & factor-based Fidelis’ 4-star Morningstar Rating continues
4StarSealOverallRating.jpg
May 13, 2021 - 4-star Morningstar Rating for Wallick Investments’ Fidelis in new Style category
5Star_Seal_OverallRating.jpg
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 
4StarSealOverallRating.jpg
November 18, 2020 - WI Fidelis 4-star Morningstar Rating Continues
4StarSealOverallRating.jpg
August 5, 2020 - 4-star Morningstar Rating Continues for WI Fidelis
4StarSealOverallRating.jpg
May 13, 2020 - Wallick Investments Fidelis 4-star Morningstar Rating Overall 
5Star_Seal_OverallRating.gif
February 18, 2020 - Highest Morningstar Rating for Wallick Investments' Fidelis 
5Star_Seal_OverallRating.gif
November 19, 2019 - Highest Morningstar Rating for Wallick Investments' Fidelis composite for 3-year risk-adjusted performance as of September 30, 2019
WI.JDW.jpg
August 12, 2019 - Jacob D. Wallick of Wallick Investments, LLC passes Level II CFA® Exam
5Star_Seal_OverallRating.jpg
August 6, 2019 - Wallick Investments’ Fidelis composite receives Morningstar’s highest rating for 3-year risk-adjusted performance as of June 30, 2019
4StarSealOverallRating.jpg
May 28, 2019 - 4-star Morningstar Ratings Overall continue for Wallick Investments’ Core Growth and Fidelis composites 
4StarSealOverallRating.jpg
March 7, 2019 - Wallick Investments’ Core Growth and Fidelis composites receive 4-star Morningstar Rating Overall
November 30, 2018 - Morningstar's highest rating for risk-adjusted performance for Wallick Investments' Core Growth Composite 

​

SMI.Sept.presentation2.jpg
September 18, 2018 -Strategic Moral Investing presentations
WISnapshopCard2Q2018.jpg
August 17, 2018 -Wallick Investments' Core Growth Composite ranked #2 in nation among multi-cap blend managers for 10-year performance by Money Manager Review 
Websiteimage.jpg
August 8, 2018 - Wallick Investments launches mobile-friendly site
Website.2Q2018.5stars.jpg
August 3, 2018 -Wallick Investments’ Fidelis Composite receives Morningstar’s highest rating for risk-adjusted performance
May 25, 2018 -Wallick Investments’ Core Growth Composite receives Morningstar’s highest rating for risk-adjusted performance
Feb. 28, 2018 - Jacob D. Wallick of Wallick Investments, LLC passes Level I CFA® Exam

Feb. 9, 2018 - Wallick Investments’ Fidelis separate account receives 5-star Overall Morningstar Rating

Dec. 1, 2017 - National ranking for Wallick Investments’ Core Growth and Fidelis Composites

 

Nov. 9, 2017 - Wallick Investments’ Core Growth and Fidelis portfolios receive 4-star Overall Morningstar Rating 

 

Sept. 6, 2017 - Wallick Investments welcomes Jacob D. Wallick, Managing Partner Associate

 

Aug. 18, 2017 - 2Q2017 National Ranking for Wallick Investments’

 

May 16, 2017 - 1Q2017 National Ranking for Wallick Investments’

 

March 21, 2017 - Susan H. Wallick named principal with Wallick Investments, LLC

 

Feb. 18, 2017 - Wallick Investments’ February 2017 Performance Update

 

Oct. 25, 2016 - Wallick Investments hosts private J Henry Fair South Carolina Coastline Photography tour

​

Aug. 25, 2016 - Author and President of Belmont Abbey College to address SC Christian Chamber of Commerce at Stone River September 28th

​

Aug. 18, 2016 - Wallick Investments’ Small-Cap Portfolio earns 4-star Morningstar Rating 

 

Aug. 5, 2016 - Daniel Wallick named Chairman, Columbia Chapter, SC Christian Chamber of Commerce 

 

June 7, 2016 - South Carolina RIA firm Wallick Investments’ 4-star Morningstar® Ratings continue 

​

May 25, 2016 - Columbia RIA firm Wallick Investments’ 4-star Morningstar® Ratings continue 

​

Mar. 10, 2016 - 4 star Morningstar® Rating continues for firm specializing in moral investing 

​

Mar. 8, 2016 - 4-star Morningstar® Rating continues for Wallick Investments, LLC 

​

Nov. 24, 2015 - Wallick Investments hosts private Georgia O’Keeffe tour

​

Nov. 20, 2015 - 4-star Morningstar RatingTM continues for Wallick Investments, LLC

​

Aug. 13, 2015 - Wallick Investments celebrates 10 year anniversary

​

June 3, 2015 - 6-Star PSN Top Guns rating again for Wallick Investments, LLC

​

May 20, 2015 - Wallick Investments Fidelis scores 5 Star Morningstar® rating

​

May 4, 2015 - Wallick Investments welcomes Marc L. Murray, principal and senior portfolio manager

 

April 1, 2015 - Wallick Investments welcomes Wade Stinnette, principal and senior portfolio manager

​

Mar. 26, 2015 - 6-Star PSN Top Guns rating again for Wallick Investments, LLC

 

Dec. 8, 2014 - Wallick Investments, LLC awarded 4-star Morningstar Rating

​

Sept. 5, 2014 - 6-Star PSN Top Guns rating again for Wallick Investments, LLC

 

Sept. 2, 2014 - #2 in nation for Wallick Investments Core Growth portfolio

​

June 10, 2014 - 6-Star PSN Top Guns rating for Wallick Investments, LLC

​

May 19, 2014 - #1 in nation for Wallick Investments Fidelis portfolio

​

Feb. 21, 2014 - Wallick Investments, LLC earns a 5-star Morningstar RatingTM 

​

Dec. 18, 2013 - #2 in nation for Wallick Investments

​

Dec. 12, 2013 - Wallick Investments welcomes Assistant Portfolio Manager

 

Sept. 5, 2013 - Wallick Investments welcomes Director of Marketing and Communications

 

Aug. 30, 2013 - 4 Morningstars again for Wallick Investments, LLC

​

May 30, 2013 -Wallick Investments nationally-ranked performance continues

​

Feb. 28, 2013 - Wallick Investments Core Growth Model Ranked #3 in Nation

​

Jan. 24, 2013 - The Catholic Miscellany - "Columbia firm aims to promote investments in good faith" 

 

Nov. 13, 2012 - Morningstar® Awards 4 Stars Again to Wallick Investments Core Growth Separate Account

 

Aug. 16, 2012 - Wallick Investments Core Growth Separate Account Receives 4 Stars from Morningstar®

 

April 30, 2012 - Wallick Investments Large-Cap Model Ranked #1 in Nation 

 

Mar. 2012 - Wallick Investments announces new model portfolios and national performance rankings by Money Manager Review

 

Nov. 14, 2011 - Wallick Investments model portfolios ranked nationally by Money Manager Review for one-, three- and five-year performance return through June 30, 2011

 

Aug. 10, 2011 - Wallick Investments model portfolios ranked nationally by Money Manager Review for one-, three- and five-year performance return through March 31, 2011

 

Sept. 25, 2008 - Wallick Investments, LLC
announces 1- and 3-year national performance
rankings for model portfolios

 

Feb. 26, 2008 - Wallick Investments, LLC
ranked 22nd among top U.S. Multi-cap Blend
managers for 2007 by Money Manager Review

 

Jan. 8, 2007 - 20 Under 40 The State Newspaper 

bottom of page