A complete list of active advisors currently associated with Wallick Investments, LLC

Warmer can help you find a great advisor at Wallick Investments, LLC or one who fits your needs even better.

Wallick Investments serves individual investors, trusts, pensions, endowments and other institutions and manages about $126.5 million for roughly 247 client accounts with a small advisory team. The firm primarily provides discretionary investment management tailored to client goals, time horizons and risk tolerances, and also offers non‑discretionary investment advisement as an alternative. The firm’s investment process is quantitative and factor‑based, combining opportunistic factors (value, momentum) and defensive factors (quality, low volatility) using proprietary models that draw on external research from Morningstar and Zacks. Its listed strategies include a Fidelis core equity portfolio (now represented by an ETF that replicates the firm’s Fidelis Multi‑Factor Index), a large‑cap Excelsis portfolio with modest tactical tilts, a Tactical Asset Allocation sleeve that may use managed futures, and a tactical fixed‑income approach; allocations are implemented to reflect each client’s investment policy statement and social impact screening. Wallick is distinctive among peers for owning and licensing its Fidelis Multi‑Factor Index and having that index replicated by third‑party products, a structure the brochure discloses alongside its investment offerings. The firm also explicitly ties its strategies to benchmark objectives, cites third‑party research and impact scores (including Inspire’s Social Impact Score) in its process, and provides regular performance reviews with invitations for in‑person discussions—features that are less common for firms of its size.

To learn more about the advisors currently working at Wallick Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.