Founded in 2005 by Dan Wallick, Wallick Investments, LLC is a fee-only wealth management firm based in Fort Collins, Colorado. The firm operates as a fiduciary, committed to acting in its clients' best interests. Its core service is providing discretionary investment management for individuals, families, and institutions, utilizing a proprietary research methodology called Disciplined Value Investing (DVI). In addition to investment management, the company offers comprehensive financial planning to help clients achieve their long-term financial goals.

Founded in

United States