Columbia, SC - Wallick Investments’ Fidelis Composite portfolio, a combination of awardwinning Wallick Investments’ core growth strategy (#4 in the nation for 7-year return) and large-cap value Dividend Focused offering, achieved a Morningstar ranking of 4 stars out of 5 for 5-year performance among over 433 peer managers. Money Manager Review also recognized the Fidelis separate account strategy as the #4 nationally-ranked portfolio in its category for the 5-year period ending December 16, 2016. Wallick Investments’ last 3-year track record for its Dividend Focused strategy contributed significantly to this ranking as WIDF maintained a 4 Star ranking among 470 managers in its category.
Wallick Investments is pleased to be recognized for consistency and high level performance across a number of its portfolios for an enduring period of time. Wallick Investments has always believed that a combination of science, core values and a repeatable process is the “secret sauce” of their portfolio management. WI’s diverse array of portfolios, all managed with the same time-tested, disciplined, morally-screened investment process, rely on a proprietary mix of quantitative investment factors. Wallick Investments believes strongly that investors do not have to compromise their values for investment returns, or visa-versa.
For the benefit of institutions and other industry experts, Wallick Investments also reports its performance to eVestment Alliance and Informa Investment Solutions (PSN). All WI clients enjoy unique access to portfolio management team members, and questions about Wallick Investments’ portfolio strategies, including: Core Growth, Dividend Focused, Small-Cap, Low Volatility/Quality Distribution, International, and our moral/ ethical-focused, Excelsis portfolio, are welcome.
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 information, call 803.699.9400, visit wallickinvestments.com or email Danwallick@wallickinvestments.com.