Team | WI Fidelis Index

top of page

Wallick Investments is honored to be working with Solactive, Inspire Investing and First Trust to share our success with investors who care about what they own.

Portfolio Manager • Managing Director
Wallick Institutional

Jake
Wallick, CFA

WI Fidelis MC MF Index Manager
CFA® charterholder

Jakewallick@wallickinvestments.com

803.422.8905

Managing Partner • CIO

Wallick Investments, LLC

Dan
Wallick

Manager of WI Fidelis Composite 5-Star Rating for risk-adjusted 10-yr. performance among 110 Mid-cap blend products as of June 30, 2022

Danwallick@wallickinvestments.com

803.699.9400

Eric Blake

Investment Committee member
Wallick Institutional

Columbia.sm.gif

bottom of page