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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-20-2005
- Office Locations
- 1
Office Locations
About Wallick Investments, LLC
Wallick Investments is a fee-only RIA providing evidence-based, faith-aligned portfolio management for individuals, retirement plans, and institutions, and supporting other financial advisors. Strategies integrate multi-factor research with Catholic and biblically responsible screens, delivered via personalized separate accounts and an institutional WI Fidelis Index. Its methodology is licensed to Inspire Investing for the NYSE-listed Inspire Fidelis Multi-factor ETF (FDLS).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL T WALLICK
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #4334083
- Ownership
- 50% but less than 75%
JESSE WADE STINNETTE JR
Director, PORTFOLIO MANAGER
- CRD
- #5465995
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Victoria Matise
--
- CRD
- #8093053
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,512,094 | $198,606 |
| Non-Discretionary | $0 | -- |
| Total | $126,512,094 | $198,606 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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