Wallick Investments Fidelis Scores 5-star Morningstar RatingTM
May 20, 2015
COLUMBIA, SC – Wallick Investments, LLC announced Morningstar® has awarded Wallick Investments Fidelis Composite Separate Account a 5-star Morningstar RatingTM for 3-year and overall performance among Large-cap core/blend managers for first quarter 2015. Also, Wallick Investments’ primary equity strategy portfolio, Wallick Investments Core Growth, has been awarded 3 Stars for 3-year performance, 5 Stars for 5-year performance and 4-Stars for Overall performance. Wallick Investments is one of only three Registered Investment Advisory firms in South Carolina to receive Morningstar Separate Account RatingsTM. Morningstar® is a leading provider of independent investment research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com).
In addition to Morningstar RatingsTM, Money Manager Review, a San Franciso-based firm providing independent analysis of private money manager firms, ranks Wallick Investment Fidelis Composite #2/48 in the nation for 3-year performance (70.74% vs. S&P 500’s 56.66%). Wallick Investments Core Growth Composite is ranked #8/48 for 3-year performance (62.56% vs. Russell 3000’s 64.88%) and #4/29 for 5-year performance (129.36% vs. R3000’s 106.71%) See Portfolio Review at http://www.publish-it-online.com/publication/?m=13445&l=1.
Since 2005, Wallick Investments has offered both investment advisory and portfolio management services, eliminating unnecessary fees for clients. As a member of the CFA Institute, Wallick Investments accepts fiduciary responsibility for their clients’ accounts. Our 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 visit wallickinvestments.com.
