Wallick Investments’ 2Q2017 national ranking

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 the nation by Money Manager Review (MMR) in its category for 5-year performance ending June 30, 2017. The WI Fidelis composite is a combination of Wallick Investments’ multi-cap Core Growth strategy and the WI large-cap value offering, Dividend Focused. WI Core Growth is ranked #3 by MMR for 1- and 7-year return, and earned a 4-star Morningstar RatingTM for 3-year return with a 3-star Morningstar RatingTM for 5-year and overall performance.

Wallick Investments has been recognized for its consistency and high level of performance in a time when many market voices are predicting the demise of individual asset managers versus indexes. Wallick Investments has thrived in this environment and is expanding its portfolio offerings. The WI Low Volatility, Quality Dividend separately managed account (SMA) debuted in October 2015. While all WI portfolios are morally screened, Wallick Investments introduced in April 2016 WI Excelsis, its most comprehensive Strategic Moral Investing (SMI) portfolio strategy to date. WI Excelsis is most appropriate for investors who expect to retain their customary total investment returns while maintaining their family and moral values in their investment portfolio(s). Both new offerings are performing favorably and clients are benefiting.

A combination of science, core values and a repeatable process is key to Wallick Investments’ portfolio management success. The firm’s diverse array of portfolios, all managed with time-tested, disciplined, morally-screened investment processes, rely on a proprietary mix of quantitative investment factors. Wallick Investments believes strongly that investors do not have to compromise their personal values for investment returns, or visa-versa. Though past performance does not guarantee future results, Wallick Investments celebrates the consistent success of its strategies and the value added throughout its more than 12 years of service.

For the benefit of institutions and other industry experts, Wallick Investments also reports its performance to eVestment Alliance and Informa Investment Solutions (PSN). For further information about all Wallick Investments’ offerings and performance, call 803.699.9400, email [email protected], or visit wallickinvestments.com.