Nationally-ranked Wallick Investments, LLC, a South Carolina-based registered investment advisory firm, is proud to announce that Mr. Eric Blake, a senior risk management operations analyst with TD Bank, has joined the WI Fidelis Multi-cap Multi-factor Index investment committee. His responsibilities include policy controls and procedures oversight for the Index— a benchmark for Christian equity investment strategies.
The WI Fidelis Index utilizes faith- and factor-based screening. It contains 100 companies without a negative Inspire Social Impact Score and its multi-dimensional diversification includes high exposure to the style factors Quality, Value, Momentum and Low Volatility which all have shown a tendency to outperform the overall market in the long run. For an overview of the Index, visit WIFidelisIndex.com.
For WI Fidelis Multi-Cap Multi-Factor Index performance, please visit Solactive.com.
August 23, 2022 Inspire Investing launched their Inspire Fidelis Multi-Factor ETF with a mandate of replicating the WI Fidelis Index (NYSE ticker: FDLS). For prospectus, please visit: Inspireetf.com/fdls.
Read carefully before investing.
Mr. Blake shares, “I am honored to participate in Wallick Institutional’s mission of providing a morally and ethically informed securities index.”
Free faith-based investment screening is available at Inspireinsight.com.
Since 2005, Wallick Investments has offered both investment advisory and portfolio management services, eliminating unnecessary fees for clients. Wallick Investments adheres to the CFA Institute Code of Ethics and accepts fiduciary responsibility for client accounts. Wallick Investments’ strategies are available to individuals (IRA, joint, individual, and trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. Wallick Investments, LLC receives a licensing fee associated with assets invested in FDLS ETF. For more information, visit WallickInvestments.com, WIFidelisIndex.com or e-mail Jakewallick@wallickinvestments.com.
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