Wallick Investments, LLC
Financial ServicesView the employees at
Wallick Investments, LLC-
Jacob Wallick, CFA Notre Dame MBA Candidate, Class of 2024 | Managing Director, Wallick Institutional | Ticker: FDLS
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South Bend, Indiana, United States
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Rising Star
Wade Stinnette Senior Portfolio Manager at Wallick Investments-
Lexington County, South Carolina, United States
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Top 1%
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Overview
We are a fee-only advisor RIA firm reducing overall fees by offering separate accounts directly to: individuals—both IRAs (rollovers) and taxable accounts institutions—401K rollovers, corporate pensions foundations and endowments other non-affiliated financial advisors, including banks, CPAs, attorneys, and financial planners. We would be honored to share the wisdom and success of faith-based factor investing we call Strategic Moral Investing.