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Portfolio management

Wallick Investments, LLC designs investment portfolios based on a client’s individual risk tolerances, time frames and objectives. For a summary of investment philosophy, asset allocation, separate account portfolios, fees and reporting, see our Investment Management Overview.



For detailed information about our investment process, see Portfolio Engineering.

Quarterly Commentary


For information about each portfolio's market environment coverage
and security-selection process, see our Investment Managment Overview
or visit links below:

WI Core Growth

WI Dividend Focused


WI Fidelis


WI Excelsis

WI Aggressive

WI Low Vol


WI Bonds

WI Alternatives