Wallick Investments, LLC moves to the corner of Lady & Main

Wallick Investments’ has moved to 1122 Lady Street, Suite 810 in downtown Columbia. Glass doors and large panels throughout provide a birds eye view of West Columbia from the 8th floor hallway. Susan Wallick, Principal and Director of Communications for Wallick Investments shares, “With the growth of our firm and while exploring new office space options, we learned the 8th floor suite at Lady Street would be available at the end of 2017. After much consideration, Wallick Investments decided to remodel the space and is thrilled to be more centrally located to the Columbia community and beyond.” Wallick Investments serves not only North and South Carolina, but also clients all over the United States.

Managing Partner and chief investment officer, Daniel Wallick, a 1991 Phi Beta Kappa Honors graduate from the University of South Carolina with a degree in Finance and Business Economics founded the firm in Camden, SC in June 2005 with the help of then capital partner, Sam Moore, a former colleague of Blue Cross Blue Shield of South Carolina. Wallick Investments has operated at Wildewood Business Park since June 2006 before moving to their new location January 2nd of this year.

Wallick Investments

Wallick Investments’ is a registered investment advisory firm, specializing in building, implementing and managing investment portfolios for individuals (IRA, joint, individual, trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors, including CPA’s, attorney’s and financial planners. Their proprietary portfolio management processes are repeatable, systematic and unemotional. The firms’ primary equity portfolios continue to be recognized by Morningstar®* and Money Manager Review for outperformance of peers. Since its founding, Wallick Investments has utilized the newly popular factor-based investing, yielding long term gains for Wallick Investments’ clients. In addition, Wallick Investments leverages technology to honor moral and ethical values. Since June 2013, all Wallick Investments equity portfolios are filtered. “We honor faith and science in our processes. Research shows, over the long term, an investor does not have to compromise values for performance.” Wallick Investments’ national performance ranking shows their processes have stood the test of time.

Since 2005, South Carolina RIA firm Wallick Investments offers both investment advisory and portfolio management services, eliminating unnecessary fees for clients. As a CFA Institute member, Wallick Investments accepts fiduciary responsibility for their clients’ accounts. For more information, call 803-699-9400, e-mail [email protected] or visit WallickInvestments.com.

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