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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 replaced recently by Inspire Investing and IWP Capital, Wallick Investments continues to avoid investing in companies that purposely and significantly profit from: abortioncontraceptionpredatory lendingbio-engineering, activities susceptible to addiction such as alcoholtobacco and gambling; and companies that significantly promote activities in opposition to traditional family values, such as pornography. Strategic Moral Investing seeks companies that demonstrate a commitment to the Christian investing principles of subsidiarity, solidarity and religious liberty.

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