Wallick Investments welcomes Jacob D. Wallick, Managing Partner Associate

Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, announced that Mr. Jacob (Jake) Wallick, long-time contributor to Wallick Investments, has joined the firm as junior portfolio manager and managing partner associate. In his words—“I look forward to being part of a team of such integrity while making a difference in our community, one person at a time.”

Mr. Wallick is a 2016 honors graduate from The University of South Carolina’s Darla Moore School of Business with a degree in Finance and Management, and directed study in Biology. While at USC, he was Japan Club treasurer and an active participant in the student led Carolina Fund. His career experience includes working as a financial analyst intern with Wallick Investments and as a transaction accountant supporting global markets with Deutsche Bank Corporate Finance Department in Jacksonville, FL. In July of 2017, Jake joined Wallick Investments formally. He is an Eagle scout and passionate about nutrition and exercise. In addition to his investment studies and following the markets, he enjoys swimming, running, cycling, soccer, keeping up with friends, and spending time with family. Mr. Wallick is currently a candidate for the CFA Institute Level I exam.

Wallick Investments

Since 2005, Wallick Investments has offered both investment advisory and portfolio management services, eliminating unnecessary fees for clients. Wallick Investments adheres to the Chartered Financial Analyst® Institute Code of Ethics and accepts fiduciary responsibility for client accounts. Wallick Investments’ strategies are available to individuals (IRA, joint, individual, and trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For further investment information, visit wallickinvestments.com or e-mail [email protected].