#2 in Nation for Wallick Investments’ Core Growth Portfolio

COLUMBIA, SC – Wallick Investments, LLC, SC-based RIA firm, announced Money Manager Review, San Franciso-based firm providing independent analysis of private money management firms, ranks Wallick Investments Core Growth Composite #2 in the nation for 5-year performance among multi-cap blend managers for first quarter 2014 (www.managerreview.com). (See Portfolio Review at http://www.publish-it-online.com/publication/?m=13445&l=1).

Also, Morningstar®, a leading provider of independent investment research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com), continues to rank Wallick Investments Core Growth Composite with a 4-star Morningstar Rating for 3-year performance for mid-cap blend managers. Wallick Investments is one of only three Registered Investment Advisory firms in South Carolina to received Morningstar Separate Account Ratings^TM.

Wallick Investments

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 Danwallick@wallickinvestments.com.