Wallick Investments’ Core Growth Composite ranked #2 in nation among multi-cap blend managers for 10-year performance by Money Manager Review
August 17, 2018
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 time periods among multi-cap blend managers voluntarily reporting:
- #3 out of 17 reporting for 1-year total performance— 14.56%
- #4 out of 17 reporting for 3-year total performance— 41.17%
- #3 out of 17 reporting for 5-year total performance— 91.87%
- #3 out of 17 reporting for 7-year total performance— 141.90%
and - #2 out of 17 reporting for 10-year total performance— 184.97%
Wallick Investments is pleased to be recognized for consistency and high level performance for an enduring period of time. The South Carolina RIA firm specializes in Strategic Moral Investing: a disciplined, factor-based investment process designed to achieve exceptional performance without moral indifference. A combination of science, core values and a repeatable process, all Wallick Investments’ actively managed portfolios are built and managed according the firms’ proprietary formulas, so investors do not have to compromise their values for investment returns.
Wallick Investments
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, and trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For further information, call 803.699.9400, visit wallickinvestments.com or email [email protected].
