#1 in Nation for Wallick Investments’ Fidelis Portfolio
May 27, 2014
COLUMBIA, SC – Wallick Investments, LLC, SC-based RIA firm, is proud to announce Money Manager Review, San Franciso-based firm providing independent analysis of private money management firms, ranks Wallick Investments Fidelis Composite #1 in the nation for 1-year performance among multi-cap core/blend managers for first quarter 2014 (www.managerreview.com).
The goal of Wallick Investments’ Fidelis Composite is to outperform its custom benchmark without compromising moral and ethical responsibilities. WI Fidelis utilizes the same proven investment criteria as our WI Core Growth Composite but WI Fidelis also eliminates companies profiting from potential addictions such as alcohol, tobacco and gambling. WI Core Growth is ranked #2 in the nation by MMR for 3-year performance and #3 for 5-year performance. (See performance at Wallickinvestments.com).
As of June of 2013, all actively managed Wallick Investments, LLC portfolios are subject to a final formal ethical screen. (See “Strategic Moral Investing” at https://www.youtube.com/watch?v=hUqL4-fGr9Q) For more detailed information about the investment strategies for each of the Wallick Investments’ portfolios, please see our website’s “Portfolio Management“ section (http://www.wallickinvestments.com/WIPortfoliomanagement.html.)
Since 2005, Wallick Investments reduces overall fees by offering separate accounts directly to investors. Wallick Investments accepts fiduciary responsibility for their clients’ investment accounts (www.wallickinvestments.com/images/Fiduciary.pdf) and upholds the CFA Institutes’ Code of Ethics and Standards of Professional Conduct (https://www.cfainstitute.org/pages/index.aspx). Wallick Investments’ strategies are available to individuals and trust accounts (IRA, joint or individual), pensions (401K), foundations, endowments and other non-affiliated advisors (50K minimum). More information is available at www.wallickinvestments.com or by contacting Daniel Wallick at
803-699-9400 or [email protected].
