Posts by soozwallick
Altum Faithful Investing awards Gold Certification to Wallick Investments’ WI Fidelis Multi-Cap Multi-Factor Index (Fidelis 100)
March 26, 2026
Altum Faithful Investing and Wallick Investments announce that the Wallick Investments’ Fidelis 100 Index has been awarded Gold certification under the Altum Certified program, confirming that the index is fully…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Lisa Breese returns to Wallick Investments
January 8, 2026
South Carolina-based RIA firm Wallick Investments, LLC announced that Mrs. Lisa Breese, with vast career experience in marketing, accounting, leadership, and community service, has returned to Wallick Investments to support…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
4-Star Morningstar Rating™ continues for faith and factor ETF licensing Wallick Investments’ Fidelis 100 Index
November 12, 2025
Inspire Fidelis Multi Factor ETF, mandated to replicate Wallick Investments, LLC’s Fidelis 100 Index, continues to receive a 4-Star Morningstar Rating™ for 3 year risk-adjusted performance out of 375 US…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
3 year performance and $100M AUM for faith and factor ETF replicating Fidelis 100 Index
August 29, 2025
As of August 26, 2025 Inspire Fidelis Multi Factor ETF (ticker: FDLS), mandated to replicate Wallick Investments, LLC’s Fidelis 100 Index, has over $100M in assets under management and an…
Read MorePosted in: midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, financial-advisors, on-the-move
Wallick Investments welcomes Brandon Williams
July 23, 2025
Wallick Investments, LLC announced that Mr. Brandon Williams, a 2021 honors graduate of Presbyterian College, has joined the firm as an Investment Advisor Representative. Brandon holds a Bachelor of Science…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
