Wallick Investments, LLC

www.wallickinvestments.com

We are a fee-only advisor RIA firm reducing overall fees by offering separate accounts directly to: individuals—both IRAs (rollovers) and taxable accounts institutions—401K rollovers, corporate pensions foundations and endowments other non-affiliated financial advisors, including banks, CPAs, attorneys, and financial planners. We would be honored to share the wisdom and success of faith-based factor investing we call Strategic Moral Investing.

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We are a fee-only advisor RIA firm reducing overall fees by offering separate accounts directly to: individuals—both IRAs (rollovers) and taxable accounts institutions—401K rollovers, corporate pensions foundations and endowments other non-affiliated financial advisors, including banks, CPAs, attorneys, and financial planners. We would be honored to share the wisdom and success of faith-based factor investing we call Strategic Moral Investing.

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Country

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State

South Carolina

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City (Headquarters)

Columbia

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Employees

1-10

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Founded

2005

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Principal , Senior Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****

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