4Q2019 Money Manager Review
* Denotes a tie within the ranking
Note: Money Manager Review performance is calculated quarterly. This may create a discrepancy due to rounding between Money Manager Review performance figures versus the Wallick Investments' Portfolio Review composite performance figures, which are calculated monthly.
4Q2019 Composite Rankings
Wallick Investments' Fidelis Composite
Further specific time period
MMR source documents
available upon request.