Tag : investment advisory

Economic Trends & Investment Insights

Wallick Investments Congratulates Inspire Fidelis ETF’s 4-Star Rating

Business Wire
by Business Wire038
Inspire Fidelis Multi Factor ETF, whose mandate is to replicate Wallick Investments, LLC’s Fidelis 100 Index, has received a 4-Star Morningstar Rating™ for 3 year risk-adjusted performance out of...
Mergers, Acquisitions & Market Dynamics

Cable Hill Partners, Oregon-Based $2 Billion RIA, Joins Coldstream

PR Newswire
by PR Newswire0171
Combination of Culturally Aligned Firms Enhances Comprehensive Individual, Family and Institutional Client Service Experiences Partnership Represents Coldstream’s Third Major Expansion in Portland Market Coldstream announced...