Strategic and Moral

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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 a disciplined, faith- and factor-based investment process designed without indifference to investment science or Christian morals. All Wallick Investments' equity strategies are Catholic, Biblically Responsible and evidence based.

Our end goal is worthy stewardship.

We pursue this worthy goal by establishing investment methodology that minimizes or eliminates our temptation towards poor investment decisions based on emotions which are often led by or followed by vices (fear, greed, gluttony, envy, pride, sloth, etc.). The outcome of poor decisions is overexposures to over-priced, low-quality companies, with no real catalyst to increase value for investors or society. 

 

The desired result of evidence-based investing based on God’s natural law and virtues such as faith, hope, love, prudence, temperance, fortitude, diligence, humility and generosity, is consistent exposure to high quality, reasonably price companies with momentum to increase shareholder value and help those around them thrive.

 

Perfect stewardship may be difficult to achieve, but we do all we can to avoid indifference!