Columbia, SC, August 8, 2018 - In January 2018, Columbia RIA firm Wallick Investments relocated to 1122 Lady Street, Suite 810 in downtown Columbia. Glass doors and large panels throughout provide a bird’s-eye view of West Columbia from the 8th floor hallway. To go with the new offices comes a new look for the Wallick Investments’ website— a more “mobile friendly” option for those seeking information about the firm. “When our quarterly performance is released, quick clicks offer that performance, Morningstar RatingsTM* and process information in a new, convenient way.” —Susan Wallick, principal and director of marketing and communications.
Since its founding, Wallick Investments utilizes factor-based investing, a strategy becoming increasingly popular in recent years. Additionally, Wallick Investments leverages technology to honor moral and ethical values. Since June 2013, all Wallick Investments’ actively managed portfolios are built and managed according the firms’ proprietary formulas— so investors do not have to compromise their values for investment returns. “We honor faith and science in our processes. Research shows, over the long term, an investor does not have to compromise values for performance.” —Dan Wallick, managing partner and chief investment officer.
Since 2005, South Carolina RIA firm Wallick Investments, LLC 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. For more information, call 803-699-9400 or visit WallickInvestments.com.
* © 2018 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.
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