Wallick Investments, LLC

General Information

Company Name

Founded Year

2005

Location (Offices)

Columbia, United States +1

Founders / Decision Makers

Number of Employees

Industries

Financial Services

Funding Stage

Social Media

Wallick Investments, LLC - Company Profile

Wallick Investments, LLC is a fee-only advisor RIA firm focused on reducing overall fees through offering separate accounts directly to individuals (both IRAs and taxable accounts), institutions (including 401K rollovers, corporate pensions, foundations, and endowments), as well as non-affiliated financial advisors such as banks, CPAs, attorneys, and financial planners. Founded in 2005, the company specializes in faith-based factor investing which they term Strategic Moral Investing. Operating within the Financial Services industry, Wallick Investments, LLC aligns faith and factor investing with the aim of offering wisdom and success to their clients. An esteemed firm that has potential to make waves in the financial services sector.

Taxonomy: investment advisory, financial planning, factor investing, faith-based investing, ethical investing, fee-only advisor, separate accounts, institutional investment, retirement planning, ethical finance, financial advisor services