WISnapshopCard1Q2021.RE.jpg

Money Manager Review—
a San Francisco-based firm providing independent analysis of private money manager firms, ranks Wallick Investments Fidelis Composite #14 in the nation among Large-Cap Value/Blend managers for 7-year performance as of March 31, 2021
 
Ranking Snapshots
2020
2019

2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

  

4Q2020 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. 

4Q2020 Composite Rankings