Wallick Investments, LLC Announces National Rankings for Model Portfolios by Money Manager Review
September 25, 2008
For one- and three-year risk-adjusted performance through June 30, 2008
COLUMBIA, SC – September 25, 2008 – Wallick Investments, LLC of Columbia, SC is proud to announce the following risk-adjusted rankings:
- Wallick Investments Small-Cap Growth ranked #3 for 1-year performance among 32 US Small-Cap Blend Managers reporting and #8 for 3-year performance among 32 US Small-Cap Blend Managers reporting,
- Wallick Investments Mid-Cap Growth ranked #4 for 1-year performance among 23 US Mid-Cap Blend Managers reporting and #6 for 3-year performance among 21 US Mid-Cap Blend Managers reporting,
- Wallick Investments Large-Cap Growth ranked #40 for 1-year performance among 72 US Large-Cap Blend Managers reporting and #16 for 3-year performance among 67 US Large-Cap Blend Managers reporting,
- Wallick Investments Core Value ranked #15 for 1-year performance among 72 US Large-Cap Blend Managers reporting and does not have a 3-year performance ranking,
- Wallick Investments Core Growth ranked #16 for 1-year performance among 64 US Multi-Cap Blend Managers reporting and #13 for 3-year performance among 63 US Multi-Cap Blend Managers reporting. Portfolios are managed by Dan Wallick based on a disciplined, quantitative security-selection process and a proprietary ranking system.
“We are obviously quite pleased with our ranking as it verifies that we add significant value to our clients’ portfolios,” said Mr. Wallick. “Our focus on disciplined investment methodology has served us well.”
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. Wallick Investments, LLC is a South Carolina-based Registered Investment Advisory firm, specializing in managing investment portfolios with integrity and professional excellence.
Money Manager Review ranking documents are available by subscription at www.Managerreview.com, online at www.wallickinvestments.com or by contacting Daniel Wallick at 803-699-9400 or [email protected].
