4 Morningstars® again for Wallick Investments, LLC
August 29, 2013
COLUMBIA, SC – August 30, 2013 – Wallick Investments, a SC-based RIA firm, is proud to announce 2nd quarter 2013 national performance ranking by Money Manager Review (MMR), a San Franciso-based firm providing independent analysis of private money manager firms, and Morningstar®, a leading provider of independent investment research in North America, Europe, Australia, and Asia (corporate.morningstar.com).
Wallick Investments Core Growth Composite (WICG) ranked #3 in the nation for 3-year performance by MMR, and Morningstar® bestowed WICG Composite 4 stars once again for 3-year performance. For 5-year performance, WICG Composite earned 3 Morningstars and is ranked #4 in the nation by MMR.
Since 2005, Wallick Investments has offered both investment advisory and portfolio management services, eliminating unnecessary fees for clients. Wallick Investments accepts fiduciary responsibility for their clients’ investment accounts. WI 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.managerreview.com, www.wallickinvestments.com, or by contacting Daniel Wallick at 803-699-9400 or [email protected].
