4-star Morningstar RatingTM continues for Wallick Investments, LLC

Wallick Investments, LLC announced 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 RatingTM is for 5-year and overall performance for fourth quarter 2015. Morningstar® is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

Also, Money Manager Review, the San Franciso-based firm providing independent analysis of private money manager firms since 1987, ranks Wallick Investments Core Growth Composite #3 in the nation among multi-cap blend managers for 7-year performance: 203% vs. Wilshire 5000’s 168%.

In addition to Morningstar® and Money Manager Review, Wallick Investments also reports its performance to other Institutional databases including eVestment Alliance and Informa Investment Solutions (PSN). For more information on Wallick Investments Core Growth Composite and additional Wallick Investments high-quality equity strategies­, including dividend and small-cap portfolios, see our attached performance graph, our quarterly Portfolio Review at http://www.mydigitalpublication.com/publication/?i=290234 or visit www.wallickinvestments.com.

Wallick Investments

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, trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For more information, contact Wallick Investments at 803-699-9400 or email [email protected].