Wallick Investments, LLC

Wallick Investments, LLC

Financial-Services

Columbia, South Caro...
United States
Company Tagline

Aligning faith and factor investing.

Industry Category
Financial-Services
Company Description

Wallick Investments, LLC, a leading provider of financial services, is dedicated to aligning faith and factor investing. Located in Columbia, South Carolina, Wallick Investments, LLC serves a diverse clientele, including individuals, institutions, and other financial advisors. Wallick Investments, LLC operates as a fee-only advisor RIA firm, committed to reducing overall fees by offering separate accounts directly to individuals—both IRAs (rollovers) and taxable accounts—institutions—401K rollovers, corporate pensions, foundations, and endowments—and other non-affiliated financial advisors, including banks, CPAs, attorneys, and financial planners. The primary address is 1122 Lady St, Columbia, South Carolina 29201, US.

With a focus on virtue-focused financial planning and asset management, Wallick Investments, LLC specializes in Strategic Moral Investing. The firm is honored to share the wisdom and success of faith-based factor investing, providing tailored solutions to meet the unique needs of each client. Wallick Investments, LLC has built a strong reputation for integrity and excellence in the financial services industry since its founding in 2005.

Wallick Investments, LLC is committed to continued growth and innovation in the financial sector. We invite the management of Wallick Investments, LLC to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence and reach a wider audience.

Wallick Investments, LLC, un fournisseur de premier plan de services financiers, se consacre à l'harmonisation de la foi et de l'investissement factoriel. Située à Columbia, en Caroline du Sud, Wallick Investments, LLC dessert une clientèle diversifiée, notamment des particuliers, des institutions et d'autres conseillers financiers. Wallick Investments, LLC opère en tant que cabinet de conseil RIA à honoraires uniquement, engagé à réduire les frais généraux en offrant des comptes séparés directement aux particuliers—à la fois les IRA (roulements) et les comptes imposables—les institutions—les roulements 401K, les régimes de retraite d'entreprise, les fondations et les dotations—et d'autres conseillers financiers non affiliés, y compris les banques, les CPA, les avocats et les planificateurs financiers. L'adresse principale est 1122 Lady St, Columbia, Caroline du Sud 29201, États-Unis.

En mettant l'accent sur la planification financière axée sur la vertu et la gestion d'actifs, Wallick Investments, LLC se spécialise dans l'investissement moral stratégique. L'entreprise est honorée de partager la sagesse et le succès de l'investissement factoriel basé sur la foi, en fournissant des solutions personnalisées pour répondre aux besoins uniques de chaque client. Wallick Investments, LLC s'est bâti une solide réputation d'intégrité et d'excellence dans le secteur des services financiers depuis sa fondation en 2005.

Wallick Investments, LLC s'engage à poursuivre sa croissance et son innovation dans le secteur financier. Nous invitons la direction de Wallick Investments, LLC à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage votre présence sur le marché et d'atteindre un public plus large.

Key Personnel / Employees
Susan H. Wallick Nathan Bush Daniel Wallick Wade Stinnette

Compare Companies Side by Side

Compare Wallick Investments, LLC with 3 companies in Financial-Services

4 Companies
Comparison Field
Wallick Investments, LLC
Wallick Investments, LLC
Main Company
Financial Investigator
Financial Investigat...
View Profile
Founded Year
2009 2016 2009
Company Size
11-50 51-200 11-50
City
Columbia, South Carolina Paris, Île-de-France Newport Beach, California
Country
United States France United States
Skills & Keywords Comparing with main company
9 Total Skills
Financial Services Factor Investing Asset Management Financial Planning RIA Firm Strategic Moral Investing Investment Advisory Virtue-focused financial planning Moral Investing
5 Total 5 Unique
Unique Skills:
Active ETF ESG Liquid Alternatives Passive ETF Quantitative Strategies
17 Total 17 Unique
Unique Skills:
Active ETF alternative asset allocation China China ETF emerging markets +11
13 Total 13 Unique
Unique Skills:
Aandelen Alternatieve beleggingen Alternative Fixed Income Alternatives Equities ESG +7
4
Total Companies
2009
Oldest Founded
2
Countries
42
Unique Skills

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Alternative Company Names

This company is also known as

Wallick Investments LLC