Money Manager Review—

a San Francisco-based firm providing independent analysis of private money manager firms, ranks Wallick Investments Fidelis Composite #4 in the nation among large-cap value managers for 7-year performance as of December 31, 2019. 

Ranking Snapshots

2018

2017

2016

2015

2014

2013

2012

2011

2010

2009

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MMR Source documents available upon request.