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Money Manager Review (MMR) —
a San Francisco-based firm providing independent analysis
of private money manager firms, historical rankings
of WI Fidelis are included below. 

 
Ranking Snapshots
2020
2019

2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

  

3Q2021 Money Manager Review
Source Documents 

* Denotes a tie within the ranking (return/risk)
 

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. 

3Q2021 Composite Rankings