Wallick Investments welcomes Alison Levitt as Compliance Analyst
September 23, 2026Wallick Investments, LLC, announced that Mrs. Alison Levitt has joined the firm as a compliance analyst. Alison brings extensive experience in education and corporate management and her primary responsibilities will include assessment, system strategies and compliance support for Chief Compliance Officer Daniel Wallick.
Levitt holds a master’s degree in natural sciences from the University of South Carolina and a bachelor’s degree in elementary education from the College of Charleston. She began her career as a classroom teacher and instructional specialist before joining NWEA, an assessment division of HMH. During her tenure with NWEA, she held roles including senior professional development consultant, account manager, senior director of strategic accounts and vice president of national accounts, serving private, parochial and charter schools.
Levitt’s corporate achievements, project management experience and alignment with faith-consistent investing support her transition into registered investment adviser compliance. She enjoys spending time with family, traveling and baking.
Established in 2005, Wallick Investments is a registered investment adviser specializing in faith-consistent, factor-based investing. The firm provides investment advisory and asset management services to select individuals, institutions and other nonaffiliated advisers through direct client relationships with Wallick Investments.
Wallick Investments also serves as the index provider for the Inspire Fidelis Multi Factor ETF (NYSE: FDLS). The March 30, 2026, prospectus states that the Inspire Fidelis Multi Factor ETF “seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the WI Fidelis Multi-Cap, Multi-Factor Index.”
For the FDLS ETF prospectus, please visit Inspire ETF fund documents. Please read the prospectus carefully before investing.
The March 30, 2026, Statement of Additional Information states that the index is sponsored, created and maintained by Wallick Investments for Inspire Fidelis Multi Factor ETF and that Inspire Investing, LLC pays a licensing fee to Wallick Investments for the Fund to use the Index.
Investing in stocks involves risk, and FDLS may not be suitable for all investors. Past performance is not indicative of future results.
For more information, email [email protected] or visit Wallick Investments.







