Our team







The Fiduciary Standard




CFA Code of Ethics

Composite Disclosure

Data Security

Privacy Policy

Site Disclosure

Wallickinvestments Danwallick Danwallick


We place our clients’ interests ahead of our own. Everything we do is because we believe it is best for our clients.

Our fee schedule is fully disclosed and easily understood.

We invest our personal and firm assets alongside our clients’ in our recommended portfolios.

The final step in our stringent security-selection process is to screen companies based on their moral and ethical practices.

We report performance relative to similarly allocated benchmarks to clearly show whether we are adding value.