Posts by Dan Wallick

Wallick Investments’ Small-Cap (Aggressive) Composite portfolio is the latest WI equity strategy to be recognized by Morningstar®, earning 4 Stars for 3-year and overall performance among 209 Small-Cap Blend managers…

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

Wallick Investments’ Small-Cap (Aggressive) Composite portfolio is the latest WI equity strategy to be recognized by Morningstar®, earning 4 Stars for 3-year and overall performance among 209 Small-Cap Blend managers…

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

The South Carolina Christian Chamber of Commerce is pleased to announce that Daniel Wallick has accepted the position of Chairman of the Board for the Columbia Chapter. Dan is the…

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

The South Carolina Christian Chamber of Commerce is pleased to announce that Daniel Wallick has accepted the position of Chairman of the Board for the Columbia Chapter. Dan is the…

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

Morningstar® continues to recognize Wallick Investments’ chief equity strategy, WI Core Growth Composite, awarding the portfolio a 4-star Morningstar Rating among mid-cap core/blend managers for 3-year, 5-year and overall performance…

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

Morningstar® continues to recognize Wallick Investments’ chief equity strategy, WI Core Growth Composite, awarding the portfolio a 4-star Morningstar Rating among mid-cap core/blend managers for 3-year, 5-year and overall performance…

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

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…

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

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…

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

Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, continued its series of events connecting art and science by hosting a private tour on Thursday, November 19th of…

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

Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, continued its series of events connecting art and science by hosting a private tour on Thursday, November 19th of…

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

Wallick Investments, LLC is proud to announce 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 Rating is…

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

Wallick Investments, LLC is proud to announce 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 Rating is…

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

COLUMBIA, SC – Nationally-ranked Wallick Investments, LLC, an SC-based Registered Investment Advisory firm, celebrated its ten year anniversary Tuesday, June 23rd at Stone River in West Columbia. Family, clients and…

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

COLUMBIA, SC – Nationally-ranked Wallick Investments, LLC, an SC-based Registered Investment Advisory firm, celebrated its ten year anniversary Tuesday, June 23rd at Stone River in West Columbia. Family, clients and…

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

COLUMBIA, SC – Wallick Investments, LLC announced Morningstar® has awarded Wallick Investments Fidelis Composite Separate Account a 5-star Morningstar RatingTM for 3-year and overall performance among Large-cap core/blend managers for first…

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

COLUMBIA, SC – Wallick Investments, LLC announced Morningstar® has awarded Wallick Investments Fidelis Composite Separate Account a 5-star Morningstar RatingTM for 3-year and overall performance among Large-cap core/blend managers for first…

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

COLUMBIA, SC  – Nationally-ranked Wallick Investments, LLC, SC-based Registered Investment Advisory firm, announced that Mr. Marc L. Murray has joined our team as principal and senior portfolio manager. Marc Murray…

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

COLUMBIA, SC  – Nationally-ranked Wallick Investments, LLC, SC-based Registered Investment Advisory firm, announced that Mr. Marc L. Murray has joined our team as principal and senior portfolio manager. Marc Murray…

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

COLUMBIA, SC – Nationally-ranked Wallick Investments, LLC, SC-based Registered Investment Advisory firm, is proud to announce that Mr. J. Wade Stinnette, Jr., longtime member of the Columbia community, has joined…

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

COLUMBIA, SC – Nationally-ranked Wallick Investments, LLC, SC-based Registered Investment Advisory firm, is proud to announce that Mr. J. Wade Stinnette, Jr., longtime member of the Columbia community, has joined…

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

COLUMBIA, SC –  Wallick Investments Core Growth Separate Account achieved prestigious 6-Star status from PSN Top Guns in the All Cap Core Equity Universe. This award is given to the top…

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

COLUMBIA, SC –  Wallick Investments Core Growth Separate Account achieved prestigious 6-Star status from PSN Top Guns in the All Cap Core Equity Universe. This award is given to the top…

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