What Sets Us Apart
Wallick Investments, LLC is a nationally-ranked, fee-only South Carolina registered investment advisory firm, specializing in building, implementing and managing investment portfolios with integrity and professional excellence.
Click on "Virtual Model Pages" to the left (or the icon below) for our latest
nationally-ranked return performance. Click on "Model Portfolio Review" above for PDF.
Wallick Investments, LLC accepts fiduciary responsibility for their clients' investment accounts.
Wallick Investments, LLC receives no commissions or any other compensation
from broker dealers or product providers such as mutual funds or insurance companies.
We uphold the CFA Institutes’ Code of Ethics and Standards of Professional Conduct.
We design competitively-priced diversified portfolios consisting of primarily individual stocks,
not mutual funds.
Our model portfolios are developed based on strategic-allocation guidelines and
a strict security-selection process.
Clients have direct access to the portfolio manager. Contact us for a portfolio review.
