...whatever you do, do everything for the glory of God.
1 Corinthians 10: 31 NABRE
Rome: Disputation of the Holy Sacrament (1509-1510), Raphael Source: sdcason.com
Exciting News!
Wallick Investments, LLC
has purchased
Catholic Investment Strategies
from Summit Investments, LTD.
For information about
Wallick Investments,
please see
WallickInvestments.com.
To contact us,
please call Tori Matise
803-699-9490.
Strategic and Moral
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Wallick Investments believes God's great love for us should move us to an intentional response of faith that permeates every aspect of our lives. Our response is a disciplined, faith- and factor-based investment process designed without indifference to investment science or Christian morals. All Wallick Investments' equity strategies are Catholic, Biblically Responsible and evidence based.
Our end goal is worthy stewardship.
Faith and reason
Rome - The Annunciation fresco by Joseph Erns Tunner (1830) in church Chiesa della Trinita dei Monti.
Source: istockphoto.com
In Mensurum Bonum (MB), the Vatican document on Catholic Investing, the Church calls Catholics to invest in a “Faith Consistent” manner, which far exceeds a superficial screening of products and services. What will your “yes” look like?
Ideally, security selection decisions will involve a deep review of a company’s entire impact in light of Catholic Social Teaching (CST), which is based on scripture, the Catechism, and the Compendium of Social Doctrine. Mensurem Bonum encourages frequent referencing and reflection on these source documents.
Mensurum Bonum means "good measure." We would suggest the title should have been subtitled "overflowing to a degree of heroic virtue." Page 35 of MB states some investments are "unsuitable for combining the use of capital with promoting the common good—even if this means that investors lose out on benefits (for example, diversification) of such products." For Catholic investors who believe in the promises of Christ, no monetary gain makes complicity with evil acceptable. On p 34, MB notes possible exclusionary criteria is considerable and that their list of 24 exclusions divided into 4 major categories (upholding the intrinsic Dignity of human life, avoiding destructive behaviors, recognizing global and sustainability impacts and securing environmental protection) is by no means definitive. The United States Conference of Catholic Bishops have also provided investment guidelines with similar exclusions and encouragement for investors to both avoid evil and promote the “good.”
The good news of MB is that through grace investors can know the true value of an investment— whether profits are true for providing honest, fair and enabling value to humans and society, or whether harmful impacts are being downloaded on others or future generations for false profits. Finally, faith consistent investing involves voting proxies and participating in corporate engagement to encourage continued adherence to Catholic teachings.
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Although MB definitively states ESG standards do not equate to CST, CST clearly subsumes and even goes beyond ESG. CST could even be seen as the original source of ESG standards. On page 23, MB provides an outline of the principles of CST divided into 8 categories: The Human Person and Human Dignity, The Common Good, Solidarity, Social Justice, Subsidiarity, Care for Our Common Home, Inclusion of the most vulnerable and integral Ecology.
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Faith consistent investing is in our DNA. Since our inception in 2005, Wallick Investments has aligned our clients’ investment portfolios with the USCCB Investment guidelines, and we also follow the Vatican guidelines, Mensuram Bonam, since they were published in 2022.
Wallick Investments uses two third-party companies for faith-consistent screening. proxy voting and corporate engagement.
Altum Faithful Investing provides Investment Guidelines developed based on Catholic Social Teaching (USCCB, MB, encyclicals, pastoral letters, etc.) The Altum Certified program conducts a comprehensive assessment to determine whether a financial product conflicts with the principles of the Social Teaching of the Church. The evaluation is based on Altum’s proprietary Investment Guidelines, which rest on four core pillars, which cover categories mentioned in Mensurum Bonum and the USCCB guidelines:
• Promotion of Human Dignity
• Promotion of Human Life
• Promotion of the Family
• Care for and Protection of Creation
Our Fidelis 100 Index is the first & only US investment
product to receive an
Altum Faithful Investing Gold Certification
as of 3/31/2026.
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FREE app
Visit altumfi.com for
for Catholic social teaching
investment guidelines and screening.
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Inspire Investing, the world's largest provider of faith-based ETFs, is our resource for meeting scriptural standards and identifying companies promoting positive impact. Inspire Investing’s proprietary Inspire Impact Score is a Biblically Responsible screening framework which incorporates screening for life and health; morality and lifestyle; social and political criteria; and governance and ethical criteria. Positive social impact scores are given to companies with no negative violations and are based on 26 environmental, social and governance categories viewed through a generally accepted traditional world view and in alignment with Catholic Social Teaching. Inspire also provides proxy voting and corporate engagement services.
Let us help you steward your investments.
Investment Science
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Wallick Investments' investment methodology, simply put, provides:
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• decreased exposure to low quality (financially and morally) expensive companies, lacking price or earnings momentum, with
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• increased exposure to high quality companies (financially and morally), selling at a discount with positive price and earnings momentum.
Our end goal is worthy stewardship.
We pursue this worthy goal by establishing investment methodology that decreases or eliminates our temptation towards poor investment decisions based on emotions which are often led by or followed by vices (fear, greed, gluttony, envy, pride, sloth, etc.). The outcome of poor decisions is overexposures to over-priced, low-quality companies, with no real catalyst to increase value for investors or society.
The desired result of evidence-based investing rooted in God’s natural law and virtues such as faith, hope, love, prudence, temperance, fortitude, diligence, humility and generosity, is consistent exposure to high quality, reasonably price companies with momentum to increase shareholder value and help those around them thrive.
Perfect stewardship may be difficult to achieve, but we do all we can to avoid indifference!
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For investment methodology details, click here.
Schedule a meeting today!
