Wallick Investments and Hobbs Group Advisors hosts private tour of Henri Matisse exhibition
December 21, 2017
Nationally-ranked Wallick Investments, LLC with Hobbs Group Advisors hosted a private tour of “Henri Matisse: Jazz & Poetry on Paper” followed by the “Rhythm and Rhyme of Investing” at the Columbia Museum of Art Monday, December 11, 2017. The mid-twentieth century artist, Henri Matisse, achieved fame by heralding the Fauvist movement. “Jazz & Poetry” is a celebration of Matisse’s work later in life, notably streamlined and simplified in palette. Matisse’s post-Fauvist endeavors were an appropriate backdrop for presentations about the importance of financial planning by Hobbs Advisory Group and how experts in the field are essential for bringing order to an often complex subject. Wallick Investments’ message was much the same. There are many intricacies to investing. Since 2015, Factor-based investing has gained significant popularity, but Wallick Investments’ has used Factor-based processes since its inception in 2005.
The Hobbs Advisory Group co-sponsored the evening of wine, hors d’oeuvres and presentations for over 25 guests. Peter Pigeon, Chief Operating Officer with Hobbs Group, presented with Wallick Investments in the museum’s Orientation Gallery, which is adorned with a vibrant ceiling to floor artistic theme of the Trompe L’oeil by well-known local artist Christian Thee.
Wallick Investments, a South Carolina-based Registered Investment Advisory firm, is proud of its over 12-year-strong performance track record. In addition to receiving a 4-star Overall Morningstar RatingTM among 155 mid-cap blend products as of September 30, 2017* for the WI Core Growth Composite, Money Manager Review, the San Francisco-based firm providing independent analysis of private money manager firms since 1987 ranks the Wallick Investments’ Core Growth Composite:
• #3 in the nation for 1-year performance,
• #4 for 3-year, and
• #5 for 5-year,
all among 20 multi-cap blend managers reporting, and #3 in the nation among 18 multi-cap blend managers reporting for 7-year performance for period ending 3Q2017. This supports Wallick Investments’ success thus far of adding value to client accounts through performance of trusted investments. For more information on WI Core Growth and additional Wallick Investments high-quality equity strategies, including dividend and small-cap portfolios, contact Wallick Investments at 803-699-9400 or visit, www.wallickinvestments.com.
* © 2017 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.
