*Provided by Altum Faithful Investing & Inspireinsight.com
We are a fee-only RIA firm whose investment strategies integrate Catholic and BRI moral screening with Quality-, Value- and Momentum-focused investment methodology. We assist
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select individuals—IRAs and taxable accounts
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institutions—401Ks, corporate pensions foundations
and endowments -
other non-affiliated financial advisors, including banks, CPAs, attorneys and financial planners through sub-advisory agreements.
Over 20 years of bridging faith & investment science
Fidelis 100 Index
Wallick Investments also owns and manages the Fidelis 100 Index which is replicated by Inspire Investing for their Inspire Fidelis Multi-Factor ETF (ticker: FDLS) and available through most major custodial platforms. For a FDLS prospectus, visit Inspireetf.com/etf/fdls. Read carefully before investing. FDLS should not be considered a diversified/stand-alone investment solution and may not be suitable for all investors. Wallick Investments receives a licensing fee for assets invested in FDLS ETF.
