4-star Morningstar Rating continues for Wallick Investments, LLC
November 19, 2015
Wallick Investments, LLC is proud to announce Morningstar® continues to recognize Wallick Investments Core Growth Composite with a 4-star Morningstar RatingTM among mid-cap core/blend managers. This 4-star Morningstar Rating is for 5-year and overall performance for third quarter 2015. Morningstar® is a leading provider of independent investment research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com).
In addition to Morningstar RatingsTM, Money Manager Review, a San Franciso-based firm providing independent analysis of private money manager firms, ranks Wallick Investments Core Growth Composite #2 in the nation among multi-cap blend managers for 7-year performance (116% vs. S&P 500’s 91%), #5 for 5-year performance (95% vs. S&P 500’s 86%) and #10 for 3-year performance (46% vs. S&P 500’s 42%). For more information on this composite and additional Wallick Investments high-quality equity strategies, including dividend and small-cap portfolios, see our quarterly Portfolio Review at http://www.publish-it-online.com/publication/?m=13445&l=1.
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 their clients’ accounts. Our strategies are available to individuals (IRA, joint, individual, trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For more information, contact Wallick Investments at 803-699-9400 or visit wallickinvestments.com.
