Wallick Investments, LLC awarded 4-star Morningstar RatingTM

COLUMBIA, SC – Wallick Investments, SC-based RIA firm, is proud to announce Morningstar®, a leading provider of independent investment research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com), has awarded Wallick Investments Core Growth Composite Separate Account a 4-star Morningstar Rating for 3-year, 5-year and overall performance among mid-cap core/blend managers for third quarter 2014. Wallick Investments is one of only three Registered Investment Advisory firms in South Carolina to receive Morningstar Separate Account Ratings^TM.

Wallick Investments’ Core Growth, the major part of the Wallick Investments’ equity allocation strategy, continues to outperform the Russell 3000. Wallick Investments Core Growth 3-year performance is 93.07% versus 85.18% (Russell 3000). Wallick Investments Core Growth 5-year performance is 128.00% versus 97.32% (Russell 3000). (See Portfolio Review at http://www.publish-it-online.com/publication/?m=13445&l=1).

In addition to Morningstar® ranking, Wallick Investments Core Growth Separate Account achieved prestigious 4- and 3-Star status from PSN Top Guns in the All Cap Core Equity Universe. 3 Star Top Guns are the top 10 returns for the 3-year period ending September 30, 2014. To become 4 star Top Guns, a product must have an R-Square of 0.8 or more relative to the style benchmark and returns for the three rolling 3-year periods better than benchmark. The Top 10 then become 4 star Top Guns. Wallick Investments Core Growth ranked #8 in the 4-Star category out of 97 firms and 130 products, and #10 in the 3-Star category out of 97 firms and 130 products. www.informais.com

Wallick Investments

Since 2005, Wallick Investments reduces overall fees by offering separate accounts directly to investors. Wallick Investments accepts fiduciary responsibility for their clients’ investment accounts (www.wallickinvestments.com/images/Fiduciary.pdf) and upholds the CFA Institutes’ Code of Ethics and Standards of Professional Conduct (https://www.cfainstitute.org/pages/index.aspx). Wallick Investments’ strategies are available to individuals and trust accounts (IRA, joint or individual), pensions (401K), foundations, endowments and other non-affiliated advisors (50K minimum). More information is available at www.wallickinvestments.com or by contacting Daniel Wallick at 803-699-9400 or Danwallick@wallickinvestments.com.