Wallick Investments, LLC

Wallick Investments, LLC is an investment service in Columbia, SC. The firm operates as a fee-only registered investment advisor specializing in separate account portfolio management for 401k plans and IRA rollovers. It offers factor-based, biblically responsible investing strategies through personalized separate accounts composed primarily of stocks and bonds. The team assists non-affiliated financial advisors, including banks, CPAs, attorneys, and financial planners, through sub-advisory agreements. They provide complimentary statement reviews of current holdings and invest their personal and firm assets alongside client assets in recommended portfolios. The investment management team brings over 50 years of combined experience navigating economic expansions, recessions, and varying market conditions. The firm holds a rating of 5.00 based on 2 reviews.

Wallick Investments integrates Catholic and biblically responsible investing moral screening with Quality-, Value-, and Momentum-focused investment methodology. Their process screens companies based on moral and ethical practices before selecting investments. The firm reports performance relative to similarly allocated benchmarks to demonstrate value added. They own and manage the Fidelis 100 Index, which is replicated by Inspire Investing for their Inspire Fidelis Multi-Factor ETF (ticker: FDLS). The firm maintains a disciplined, non-emotional approach to avoid chasing investment fads and upholds the Chartered Financial Analyst Institute’s Code of Ethics and Standards of Professional Conduct.

The firm was launched in June 2005 by Dan Wallick in Camden, SC, moving to Wildewood Business Park in Northeast Columbia in 2006 and to downtown Columbia in 2018. Dan is a 1991 Phi Beta Kappa graduate of the University of SC with a degree in finance and business economics. His background includes roles at Blue Cross and Blue Shield of SC, Merrill Lynch, and SC Bank and Trust. Wade Wallick, a 1980 Virginia Military Institute graduate with a degree in chemistry, served six years as a U.S. Marine Corps officer before working in investment roles at firms such as Tanglewood Asset Management, The London Company, Certus Wealth, First Citizens, and Wachovia since 1986. Susan Wallick, a University of SC graduate, joined the firm in 2013 and became a partner in 2017, managing design and communications. Tori Wallick, a 2024 honors graduate of the University of Georgia with a degree in finance, joined the team in 2024.

The firm’s 5.00 rating from customer reviews reflects the satisfaction of clients who have engaged with their services. Their long-standing presence in the Columbia area and the combined experience of their team provide a foundation of professional expertise in faith-based factor investing.

Wallick Investments, LLC brings over two decades of dedicated faith and factor investing expertise to the Columbia, SC community.

Wallick Investments is on Lincoln Street in Columbia, SC, about a tenth of a mile from Elmwood/Roy Lynch Park and Logan Elementary School.

BizScoreAI awards the business a Discoverability score of 100 out of 100, ensuring AI crawlers can access every page so assistants can recommend the firm. The Technical score of 94 out of 100 confirms the website is secure and indexable for search engines. Additionally, the business ranks number 3 of 16 Investment service businesses that BizScoreAI has scored in Columbia.

Services:

• Catholic and Biblically Responsible Investing
• Evidence-based Strategies
• Faith-based Filtering Process
• Portfolio Review & Commentary
• Unique Strategic Moral Investing Processes