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November 18, 2020 - WI Fidelis 4-star Morningstar Rating Continues
August 5, 2020 - 4-star Morningstar Rating Continues for WI Fidelis
May 13, 2020 - Wallick Investments Fidelis 4-star Morningstar
Rating Overall
February 18, 2020 - Highest Morningstar Rating for Wallick Investments' Fidelis
November 19, 2019 - Highest Morningstar Rating for Wallick Investments' Fidelis composite for 3-year risk-adjusted performance as of September 30, 2019
August 12, 2019 - Jacob D. Wallick of Wallick Investments, LLC
passes Level II CFA® Exam
August 6, 2019 -
Wallick Investments’ Fidelis composite
receives Morningstar’s highest rating for 3-year risk-adjusted performance as of June 30, 2019
May 28, 2019 - 4-star Morningstar Ratings Overall continue for
Wallick Investments’ Core Growth and Fidelis composites
March 7, 2019 -
Wallick Investments’ Core Growth and Fidelis composites
receive 4-star Morningstar Rating Overall
November 30, 2018 -
Morningstar's highest rating for risk-adjusted performance for
Wallick Investments' Core Growth Composite