Daniel Wallick
Login to view DISC.Daniel T. Wallick is the Managing Partner and Chief Investment Officer of Wallick Investments, LLC, a firm he founded in 2005. A Phi Beta Kappa graduate from the University of South Carolina, he leverages a background in finance, economics, and accounting to manage investment portfolios with a quantitative, value-added approach.
Daniel is deeply committed to integrating personal values with financial strategy, focusing on faith-based and biblically responsible investing. He often collaborates with Christian finance organizations and has built his firm around these principles. His professional life appears intertwined with family, as several family members are part of his firm.
He created the Fidelis 100 Index, a benchmark for portfolios that combines faith-based screening with evidence-based, multi-factor investment science.
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