4-star Morningstar Rating for Wallick Investments Fidelis

Wade Stinnette, Dan Wallick, Susan Wallick and Jake Wallick

Wade Stinnette, Dan Wallick, Susan Wallick and Jake Wallick

Wallick Investments, LLC’s Fidelis composite received a 4-star Morningstar RatingTM among 452 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of March 31, 2020. This is the 17th out of 22 quarters that WI Fidelis has received a 4-star or greater Overall Morningstar Rating. WI Fidelis has received 3-stars or more for 100% of their quarters reported. Wallick Investments is 1 of only 7 RIA firms in South Carolina to receive Morningstar ratings. Morningstar® is a leading provider of independent investment research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com).

“Our mission is to add value through a disciplined, factor-based investment process— without moral indifference.”
–Daniel Wallick, Managing Partner and Chief Investment Officer

Since 2005, South Carolina RIA firm Wallick Investments, specializing in Strategic Moral Investing (portfolios honoring science and Christian values), offers both investment advisory and portfolio management services, eliminating unnecessary fees for clients. As a CFA Institute member, Wallick Investments accepts fiduciary responsibility for their clients’ accounts with strategies available to individuals, institutions and other non-affiliated advisors. For more information on the above and all Wallick Investments’ strategies, call 803-699-9400, e-mail info@wallickinvestments.com or visit wallickinvestments.com.

* © 2020 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The Morningstar Rating for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.

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