Posts by Dan Wallick

Wallick Investments, LLC has relocated in downtown Columbia to 2118 Lincoln Street in historic Elmwood Park— “Columbia’s front porch”—established in 1904. December 2024, the SC-based Registered Investment Advisory firm purchased…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

The Fidelis 100 Index manager, Wallick Institutional, celebrates the 2-year mark for the Inspire Fidelis Multi-Factor ETF (NYSE: FDLS). Licensed by Inspire Investing with a replication mandate for their FDLS…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

On March 17, 2022, after successfully managing a multi-cap, multi-factor faith-based separate account composite for over 10 years, Wallick Investments, LLC / Wallick Institutional launched the WI Fidelis Multi-Cap Multi-Factor…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, has received yet again a 4-star Morningstar RatingTM for 3-year, 5-year, Overall, and now 10-year risk-adjusted performance among…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC’s faith and factor-based separately managed account, Fidelis, was recategorized by Morningstar from Large-Cap Value to Mid-Cap Blend. As of March 31, 2021, WI Fidelis received a 5-star…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC’s Fidelis composite received a 4-star Morningstar Rating™ among 447 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of September 30, 2020. Morningstar® is a…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

1 of only 7 RIA firms in South Carolina to receive Morningstar ratings, Wallick Investments, LLC’s Fidelis composite received a 4-star Morningstar RatingTM among 458 Large-Cap Value products for 3-year,…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC’s Fidelis composite received a 4-star Morningstar RatingTM among 452 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of March 31, 2020. This is the…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

1 of only 7 RIA firms in SC to receive Morningstar Separate Account Ratings, Wallick Investments, LLC’s Fidelis composite received a 5-star Morningstar Rating among 464 large-cap value products for…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

    Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 4-star Morningstar RatingTM among 162 mid-cap blend products as of March 31, 2019 for 3-year, 5-year,…

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Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 4-star Morningstar RatingTM among 159 mid-cap blend products as of December 31, 2018 for 3-year, 5-year, 10-year and…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 4-star Morningstar RatingTM among 159 mid-cap blend products as of December 31, 2018 for 3-year, 5-year, 10-year and…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Money Manager Review, the San Francisco-based firm providing independent analysis of private money management firms, has ranked the Wallick Investments’ chief equity strategy, WI Core Growth Composite, for the following…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Money Manager Review, the San Francisco-based firm providing independent analysis of private money management firms, has ranked the Wallick Investments’ chief equity strategy, WI Core Growth Composite, for the following…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

In January 2018, Columbia RIA firm Wallick Investments relocated to 1122 Lady Street, Suite 810 in downtown Columbia. Glass doors and large panels throughout provide a bird’s-eye view of West…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

In January 2018, Columbia RIA firm Wallick Investments relocated to 1122 Lady Street, Suite 810 in downtown Columbia. Glass doors and large panels throughout provide a bird’s-eye view of West…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC’s 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— Morningstars’ highest rating.…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC’s 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— Morningstars’ highest rating.…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC’s chief equity strategy, Wallick Investments Core Growth Composite, received a 5-star Overall Morningstar RatingTM among 157 mid-cap blend products as of March 31, 2018 – Morningstars’ highest…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC’s chief equity strategy, Wallick Investments Core Growth Composite, received a 5-star Overall Morningstar RatingTM among 157 mid-cap blend products as of March 31, 2018 – Morningstars’ highest…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

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…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

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…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

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…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

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…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Morningstar® and Money Manager Review have recognized Wallick Investments’ performance with high national rankings. In addition to receiving a 4-star Overall Morningstar RatingTM among 155 mid-cap blend products as of…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC continues to deliver consistently exceptional performance. WI Fidelis composite received a 4-star Overall Morningstar RatingTM among 495 large-cap blend products as of September 30, 2017. This is…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

  Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, announced that Mr. Jacob (Jake) Wallick, long-time contributor to Wallick Investments, has joined the firm as junior portfolio…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

  Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, announced that Mr. Jacob (Jake) Wallick, long-time contributor to Wallick Investments, has joined the firm as junior portfolio…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Morningstar®, once again, awarded Wallick Investments’ Fidelis Composite portfolio the ranking of 4 out of 5 stars for 5-year and overall performance, and WI Fidelis is now ranked #3 in…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Morningstar®, once again, awarded Wallick Investments’ Fidelis Composite portfolio the ranking of 4 out of 5 stars for 5-year and overall performance, and WI Fidelis is now ranked #3 in…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC is pleased to be recognized once again for consistency and high level performance across a number of its portfolios over multiple time periods. Wallick Investments’ Fidelis Composite…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments, LLC is pleased to be recognized once again for consistency and high level performance across a number of its portfolios over multiple time periods. Wallick Investments’ Fidelis Composite…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, announced that Mrs. Susan H. Wallick, long-time contributor to Wallick Investments, has been named a principal in the firm.…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, announced that Mrs. Susan H. Wallick, long-time contributor to Wallick Investments, has been named a principal in the firm.…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments’ Fidelis Composite portfolio, a combination of award-winning Wallick Investments’ core growth strategy (#4 in the nation for 7-year return) and large-cap value Dividend Focused offering, achieved a Morningstar®…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Wallick Investments’ Fidelis Composite portfolio, a combination of award-winning Wallick Investments’ core growth strategy (#4 in the nation for 7-year return) and large-cap value Dividend Focused offering, achieved a Morningstar®…

Posted in: midlandsbiz   Category: banking-and-finance, on-the-move