Wallick Investments

Fidelis Composite

5-star 

Morningstar Rating

for 3-year risk-adjusted performance and 4-star

Morningstar Rating for 5-year and Overall
risk-adjusted performance
among 464 large-cap value 
products 
as of September 30, 2019*

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 moral indifference.  
 
As Christian 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, by leveraging the technology of the Biblically Responsible Institute’s filtering database, Wallick Investments does not invest in
companies that purposely and significantly profit from: 

abortioncontraceptionpredatory 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 alcoholtobacco and gambling and demonstrate a commitment to the Christian investing principles of subsidiarity, solidarity and religious liberty.
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1122 Lady Street

Suite 810

Columbia, SC 29201

803.699.9400

WallickInvestments.com

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