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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 December 31, 2020. 

 

Ranking Snapshots
2019
2018

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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

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