Wallick Investments hosts private Georgia O’Keeffe tour

December 7, 2015

Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, continued its series of events connecting art and science by hosting a private tour on Thursday, November 19th of the Georgia O’Keeffe exhibit at the Columbia Museum of Art. This followed-up on the firm’s September Andy Warhol event which left participants impressed with the high quality of both the investing and art offered in Columbia.

The occasion titled “The Art & Science of Georgia O’Keeffe and Tax Sensitive Investing” brought together the disciplined yet colorful organic tonality of O’Keeffe’s masterpieces and the quantitative yet responsive approaches taken by Wallick Investments in each client portfolio. The event was co-sponsored by Hobbs Group Advisors, LLC, who offered valuable, practical year-end tax planning guidance to attendees. Dan Wallick, Wade Stinnette and Marc Murray, portfolio managers and principals of Wallick Investments, and Peter Pigeon, Chief Operating Officer with Hobbs Group, presented in the museum’s Orientation Room, itself adorned with a vibrant Trompe L’oeil theme by well-known local artist Christian Thee. Wallick Investments plans on continuing to sponsor such educational events in the future, as they benefit investors, art lovers, the museum and the community.

Wallick Investments is proud of its 10-year history and strong track record. Their Core Growth Investment Model is ranked #2 in the nation for 10-year performance among mid-cap blend managers for third quarter 2015 by Money Manager Review, a San Francisco-based firm providing independent analysis of private money managers. For more information on this composite and additional Wallick Investments high-quality equity strategies, including dividend and small-cap portfolios, contact Wallick Investments at 803-699-9400 or visit, www.wallickinvestments.com.