Aligning faith and factor investing.
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.
Compare Wallick Investments, LLC with 3 companies in Financial-Services
| Comparison Field |
Wallick Investments, LLCMain Company |
OssiamView Profile |
RayliantView Profile |
Financial Investigat...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2009 | 2016 | 2009 |
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Company Size
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— | 11-50 | 51-200 | 11-50 |
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City
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Columbia, South Carolina | Paris, Île-de-France | Newport Beach, California | |
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Country
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United States | France | United States | |
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Skills & Keywords
Comparing with main company
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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
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13 Total
13 Unique
Unique Skills:
Aandelen
Alternatieve beleggingen
Alternative Fixed Income
Alternatives
Equities
ESG
+7
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