We are a fee-only advisor (Registered Investment Advisory firm) and a team with more than half century of experience. All of our investment strategies are evidence-based, Catholic and Biblically Responsible. We would be honored to share our approach to faith and factor investment management. We assist

• individuals—IRAs (including rollovers) and taxable accounts

• institutions—401Ks, corporate pensions foundations and endowments

• other non-affiliated financial advisors, including banks, CPAs, attorneys and financial planners through sub-advisory agreements (available portfolios detailed at wallickinvestments.com), and access to Inspire's Fidelis Multi Factor ETF (FDLS) that replicates Fidelis 100 Index methodology (available on most platforms).

After successfully managing a multi-cap, multi-factor faith-based separate account composite for over 10 years, Wallick Institutional launched Fidelis 100 (WI Fidelis Multi-Cap Multi-Factor Index).

Integrating Inspire Investing’s revolutionary faith-based impact scores, Altum Faithful Investing's guidelines, and a multi-factor-based methodology for security selection, Fidelis 100 Index provides investors with Biblically Responsible Investing (BRI) and Catholic social teaching standards, that incorporates factor-based equity selection, which is a selection strategy lauded by numerous professional white papers.

The desired outcome is consistent alpha through decreased exposure to over priced, low quality companies with no momentum and increased exposure to high quality companies selling at a discount with both price and earnings momentum.

Replicating Wallick Investments' Fidelis 100 Index, Inspire Investing’s Fidelis Multi Factor ETF has received a 5-Star Morningstar Rating for 3 year risk-adjusted performance out of 581 US Small-Cap Blend funds as of 4/30/26*, making this the 5th consecutive month the Inspire Fidelis ETF has received 5-Stars. NYSE: FDLS is a product of Inspire Investing—the world’s largest provider of faith-based ETFs with over $4 billion in total AUM as of 1/18/2026.