Morningstar Rating for 3-year, 5-year and Overall
risk-adjusted performance among 452 Large-Cap Value
products as of March 31, 2020*
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, , is a disciplined, factor-based investment process designed to achieve exceptional performance Strategic Moral Investing
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, 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:
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.