top of page
Welcome
About
Team
News
Fidelis
Why Fidelis
Fidelis 100
Performance
3Q2024 Portfolio Review & Commentary
2Q2024 Portfolio Review & Commentary
1Q2023 Portfolio Review & Commentary
4Q2023 Portfolio Review & Commentary
3Q2022 Portfolio Review & Commentary
4Q2022 Portfolio Review & Commentary
Morningstar
Resources
Contact
More
Use tab to navigate through the menu items.
NEW ADDRESS
2118 Lincoln Street, Columbia SC
March 6, 2024 - Wallick Investments now offers holistic financial planning
March 6, 2024 - Wallick Investments now offers holistic financial planning
March 6, 2024 - Wallick Investments now offers holistic financial planning
March 6, 2024 - Wallick Investments now offers holistic financial planning
March 6, 2024 - Wallick Investments now offers holistic financial planning
August 15, 2024 - LPL and Raymond James now offer Inspire Investing’s Fidelis ETF
April 2, 2024 - Fidelis 100 Index 2 year performance for benchmarking faith and factor investing
March 6, 2024 - Wallick Investments now offers holistic financial planning
March 23, 2023 - Faith and factor-based WI Fidelis Index outperforms S&P 500 Index
March 17, 2023 - Wallick Investments welcomes Lisa Breese,
Community Relations Coordinator
February 14, 2023 - Highest Morningstar Rating for Wallick Investments Fidelis' 3-, 5-, 10-year and Overall risk-adjusted performance continues
November 15, 2022 - Highest Morningstar Rating for Wallick Investments Fidelis' 3-, 5-, 10-year and Overall risk-adjusted performance
October 12, 2022 - Wallick Institutional welcomes Eric Blake
August 31, 2022 - Wallick Investments Inspires Fidelis ETF
NYSE: FDLS
August 11, 2022 - Jacob D. Wallick earns CFA® charter
August 5, 202
2 -
Highest Morningstar Rating Continues for WI Fidelis 10-year and Overall risk-adjusted performance
May 18, 2022 - Highest Morningstar Rating for WI Fidelis 10-year risk-adjusted performance
February 11, 2022 - 10-year performance & 4-star Morningstar Overall rating for faith- & factor-based WI Fidelis
November 5, 2021 - Faith- & factor-based WI Fidelis receives 4-star Morningstar Overall rating 23/28 quarters
August 13, 2021 - Faith- & factor-based Fidelis’ 4-star Morningstar Rating continues
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
August 12, 2019 - Jacob D. Wallick of Wallick Investments, LLC
passes Level II CFA® Exam
August 6, 2019 -
Wallick Investments’ Fidelis composite
receives Morningstar’s highest rating for 3-year risk-adjusted performance as of June 30, 2019
May 28, 2019 - 4-star Morningstar Ratings Overall continue for
Wallick Investments’ Core Growth and Fidelis composites
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
​
