Wallick Investments, LLC

Financial Advisors

PRINCIPAL / CEO / PRESIDENT NAME:
Daniel Wallick
YEAR FOUNDED:
2005
NUMBER OF EMPLOYEES:
1-5
ADDRESS:
2118 Lincoln Street
Columbia, SC 29201
PHONE:
8036999400

Posted in: Columbia, SC,

June 2025 marked the 20th anniversary for Wallick Investments, an SEC registered firm offering both investment advisory and portfolio management services focused on strategic moral investing— a faith and factor-based investment methodology. WI’s strategies are available to individuals, institutions and other non-affiliated advisors, either through a direct client relationship with Wallick Investments, or through the Inspire Fidelis ETF (NYSE: FDLS) whose mandate is to replicate the investment results that generally correspond, before fees and expenses, to the performance of the Fidelis 100 Index managed by Wallick Investments (Fidelis100.com).

For the Inspire Fidelis ETF prospectus, visit Inspireetf.com/fdls. Please read carefully before investing.