Columbia RIA firm Wallick Investments’ 4-star Morningstar® Ratings continue

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 for first quarter 2016. Since 2012, WI’s Core Growth Composite has received an overall Morningstar® rating of 4 stars or better in over 75% of the reported quarters. Morningstar® is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

Also, Money Manager Review, the San Franciso-based firm providing independent analysis of private money manager firms since 1987, ranks Wallick Investments Core Growth Composite #5 in the nation among multi-cap blend managers for 7-year performance: 227% vs. Wilshire 5000’s 164%.

In addition to Morningstar® and Money Manager Review, Wallick Investments also reports its performance to other Institutional databases including eVestment Alliance and Informa Investment Solutions (PSN). For more information on Wallick Investments Core Growth Composite and additional Wallick Investments high-quality equity strategies­, including dividend and small-cap portfolios, see our quarterly Portfolio Review at http://www.mydigitalpublication.com/publication/?i=302532 or visit www.wallickinvestments.com.

Since 2005, Wallick Investments has offered both investment advisory and portfolio management services, eliminating unnecessary fees for clients. Wallick Investments adheres to the Chartered Financial Analyst® Institute Code of Ethics and accepts fiduciary responsibility for client accounts. Wallick Investments’ strategies are available to individuals (IRA, joint, individual, trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For more information, contact Wallick Investments at 803-699-9400 or email [email protected].