1Q2017 National Ranking for Wallick Investments

Wallick Investments, LLC is pleased to be recognized once again for consistency and high level performance across a number of its portfolios over multiple time periods.

Wallick Investments’ Fidelis Composite portfolio has been awarded a Morningstar® ranking of 4 stars out of 5 for 5-year and overall performance among over 227 peer managers. The Fidelis Composite, a combination of WIs’ multi-cap Core Growth strategy (#3 in the nation by Money Manager Review for 7-year return with 3 stars out of 5 by Morningstar® for overall return) and the WI large-cap value Dividend Focused offering (#28 in the nation by MMR for 7-year return with 3 stars out of 5 by Morningstar® for overall return), is now ranked #4 in the nation by MMR in its category for 5-year performance ending March 31, 2017.

A combination of science, core values and a repeatable process is key to Wallick Investments’ portfolio management success. The firm’s diverse array of portfolios, all managed with time-tested, disciplined, morally-screened investment processes, rely on a proprietary mix of quantitative investment factors. Wallick Investments believes strongly that investors do not have to compromise their personal values for investment returns, or visa-versa. Though past performance does not guarantee future results, Wallick Investments celebrates the consistent success of its strategies and the value added throughout its more than 11 years of service.

For the benefit of institutions and other industry experts, Wallick Investments also reports its performance to eVestment Alliance and Informa Investment Solutions (PSN). All WI clients enjoy unique access to portfolio management team members, and questions about Wallick Investments’ portfolio strategies, including: Core Growth, Dividend Focused, Small-Cap, Low Volatility/Quality Distribution, International, and our moral/ethical-focused, Excelsis portfolio, are welcome.

Since 2005, Wallick Investments has offered both investment advisory and portfolio management services, eliminating unnecessary fees for clients. Wallick Investments adheres to the Chartered Financial Analyst® Institute Code of Ethics and accepts fiduciary responsibility for client accounts. Wallick Investments’ strategies are available to individuals (IRA, joint, individual, and trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For further information, call 803.699.9400, visit http://www.wallickinvestments.com/WISourceDocs2017.html or email [email protected].