Description: Nationally-ranked Wallick Investments is a fee-only RIA firm specializing in separate account portfolio management (401k & IRA Rollovers). Our factor-based biblically responsible investing strategies are offered through personalized separate accounts comprised of mainly stocks & bonds. As a Christian RIA firm in Columbia, SC, we invest in companies acting as a force for good. Our Christian financial advisors offer complimentary statement reviews of your current holdings.
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Portfolios
We are a fee-only advisor (Registered Investment Advisory firm) and a team with more than half century of experience to manage your investment accounts—
individuals—IRAs (including rollovers) and taxable accounts
Faith-based factor Index | Fidelis 100
Prolife | South Carolina Citizens for Life
Faith based factor investing | Fidelis 100
Faith based factor investing | Wallick Investments
Faith based factor investing | Fidelis 100
Faith based factor investing | Fidelis 100