Strategic Moral Investing
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, Strategic Moral Investing, is a disciplined, factor-based investment process designed to achieve exceptional performance
without indifference to investment science or Christian morals.
As financial advisors desiring to be good stewards, all actively managed Wallick Investments, LLC portfolios are built and managed according to our proprietary formulas.
Since June of 2013, utilizing the stock filtering Biblically Responsible Institute database, and more recently, Inspire Investing and IWP Capital, Wallick Investments continues to avoid investing in companies that purposely and significantly profit from:
abortion, contraception, predatory lending,
bio-engineering or companies that significantly promote activities in opposition to traditional family values, such as pornography.
As of April 2016, Wallick Investments also maintains a portfolio of companies that meet our moral filtering criteria, do not profit from activities susceptible to addiction such as alcohol, tobacco and gambling and demonstrate a commitment to the Christian investing principles of subsidiarity, solidarity and religious liberty.