Highest Morningstar Rating for Wallick Investments’ Fidelis
February 16, 2020
Only the top 10% of products in each product category receive 5 stars.*
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 472 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of December 31, 2019. The next 22.5% receive 4 stars.* This is the 16th out of 21 quarters that WI Fidelis has received a 4-star or greater Overall Morningstar Rating. WI Fidelis has received 3-stars or more for 100% of their quarters reported. Morningstar® is a leading provider of independent investment research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com).
Wade Stinnette, Dan Wallick, Susan Wallick & Jake Wallick
“Our mission: to add value through a disciplined, factor-based investment process designed to achieve top-quartile performance without moral indifference.” —Daniel Wallick, Managing Partner and Chief Investment Officer
Since 2005, South Carolina RIA firm Wallick Investments, specializing in Strategic Moral Investing (portfolios honoring Christian values), 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 on the above and all Wallick Investments’ strategies, call 803-699-9400, e-mail [email protected] or visit wallickinvestments.com.
* © 2020 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.
