Wallick Investments Core Growth Model Ranked #3 in Nation
February 28, 2013
Ranked by Money Manager Review for 7-year performance return through December 2012
COLUMBIA, SC – February 28, 2013 – Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm specializing in managing investment portfolios with integrity and professional excellence, is proud to announce national ranking for 4th Quarter 2012 as released by Money Manager Review, a San Franciso-based firm providing independent analysis of private money manager firms. Wallick Investments model portfolios are managed by Dan Wallick, partner and chief investment officer.
Wallick Investments Core Growth model ranked #3 for 7-year performance return (63.87%).WI Core Growth and Value ranked #55 for 1 year, #26 for 3 years, #14 for 5 years and #14 for 7 years among 67 US Large-Cap Blend/Core Managers reporting; WI Core Value ranked #71 for 1 year, #61 for 3 years and #26 for 5 years among 73 US Large-Cap Blend Managers reporting; WI Core Growth ranked #12 for 1 year, #8 for 3 years, #11 for 5 years and #3 for 7 years among 40 US Multi-Cap Blend Managers reporting; WI Large-Cap Growth ranked #60 for 1 year, #15 for 3 years, #5 for 5 years and #5 for 7 years among 71 US Large-Cap Blend/Core Managers reporting; WI Mid-Cap Growth ranked #6 for 1 year, #9 for 3 years, #18 for 5 years and #12 for 7 years among 15 US Mid-Cap Blend Managers reporting; and WI Small-Cap Growth ranked #20 for 1 year, #8 for 3 years, #15 for 5 years and #15 for 7 years among 40 US Small-Cap Blend Managers reporting.
Wallick Investments, LLC
Since 2005, Wallick Investments, LLC has provided fee-only portfolio management services to high net-worth clients and trusts. Their strategies are also available to pensions, foundations and endowments. More information is available at www.managerreview.com, wallickinvestments.com, or by contacting Daniel Wallick at 803-699-9400 or [email protected].
