Strategic Moral Investing presentations – September 27

RIA Firm Wallick Investments, LLC will hold three information sessions on Strategic Moral Investing— factor-based investments filtered to honor Biblical values.

Thursday, September 27 at 7am, noon and 6pm at 1122 Lady Street, Suite 810

Refreshments & complimentary parking. RSVP: [email protected] 

or by visiting wallickinvestments.com/events

Each hour long session is a no obligation opportunity to gain insight into Wallick Investments’ strategies. The firm’s first filtered portfolio, WI Fidelis Composite, received a 5-star Morningstar RatingTM among 403 large-cap value products as of June 30, 2018 for 3-year, 5-year and Overall risk-adjusted performance— Morningstar’s highest rating.

WI Fidelis history:

• 4-star or greater Overall Morningstar Rating— 7th straight quarter out of 15 quarters
• 4-star or greater Overall Morningstar Rating— 10 out of 15 quarters
• 3-star or greater Overall Morningstar Rating— 100% of reporting quarters

Wallick Investments’ chief equity strategy, WI Core Growth, received a 4-star Morningstar Rating among 115 mid-cap blend products as of June 30, 2018 for 5-year, 10-year and Overall risk-adjusted performance, and a 5-star Morningstar Rating for 3-year risk-adjusted performance.

WI Core Growth history: • 4-star or greater Overall Morningstar Rating­— 18 out of 25 quarters

• 3-star or greater Overall Morningstar Rating— 100% of reporting quarters

 

 

Wallick Investments

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, with strategies available to individuals, institutions and other non-affiliated advisors. For more information, contact Wallick Investments at 803-699-9400 or visit wallickinvestments.com.

* © 2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

The Morningstar Rating for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.