5Star_Seal_OverallRating.gif
November 30, 2018 - Morningstar's highest rating for risk-adjusted performance for Wallick Investments' Core Growth Composite 

SMI.Sept.presentation2.jpg
September 18, 2018 -Strategic Moral Investing presentations
WISnapshopCard2Q2018.jpg
Websiteimage.jpg
Website.2Q2018.5stars.jpg

Dec. 1, 2017 - National ranking for Wallick Investments’ Core Growth and Fidelis Composites

 

Nov. 9, 2017 - Wallick Investments’ Core Growth and Fidelis portfolios receive 4-star Overall Morningstar Rating 

 

Sept. 6, 2017 - Wallick Investments welcomes Jacob D. Wallick, Managing Partner Associate

 

Aug. 18, 2017 - 2Q2017 National Ranking for Wallick Investments’

 

May 16, 2017 - 1Q2017 National Ranking for Wallick Investments’

 

March 21, 2017 - Susan H. Wallick named principal with Wallick Investments, LLC

 

Feb. 18, 2017 - Wallick Investments’ February 2017 Performance Update

 

Oct. 25, 2016 - Wallick Investments hosts private J Henry Fair South Carolina Coastline Photography tour

Aug. 25, 2016 - Author and President of Belmont Abbey College to address SC Christian Chamber of Commerce at Stone River September 28th

Aug. 18, 2016 - Wallick Investments’ Small-Cap Portfolio earns 4-star Morningstar Rating 

 

Aug. 5, 2016 - Daniel Wallick named Chairman, Columbia Chapter, SC Christian Chamber of Commerce 

 

June 7, 2016 - South Carolina RIA firm Wallick Investments’ 4-star Morningstar® Ratings continue 

May 25, 2016 - Columbia RIA firm Wallick Investments’ 4-star Morningstar® Ratings continue 

Mar. 10, 2016 - 4 star Morningstar® Rating continues for firm specializing in moral investing 

Mar. 8, 2016 - 4-star Morningstar® Rating continues for Wallick Investments, LLC 

Nov. 24, 2015 - Wallick Investments hosts private Georgia O’Keeffe tour

Nov. 20, 2015 - 4-star Morningstar RatingTM continues for Wallick Investments, LLC

Aug. 13, 2015 - Wallick Investments celebrates 10 year anniversary

June 3, 2015 - 6-Star PSN Top Guns rating again for Wallick Investments, LLC

May 20, 2015 - Wallick Investments Fidelis scores 5 Star Morningstar® rating

May 4, 2015 - Wallick Investments welcomes Marc L. Murray, principal and senior portfolio manager

 

April 1, 2015 - Wallick Investments welcomes Wade Stinnette, principal and senior portfolio manager

Mar. 26, 2015 - 6-Star PSN Top Guns rating again for Wallick Investments, LLC

 

Dec. 8, 2014 - Wallick Investments, LLC awarded 4-star Morningstar Rating

Sept. 5, 2014 - 6-Star PSN Top Guns rating again for Wallick Investments, LLC

 

Sept. 2, 2014 - #2 in nation for Wallick Investments Core Growth portfolio

June 10, 2014 - 6-Star PSN Top Guns rating for Wallick Investments, LLC

May 19, 2014 - #1 in nation for Wallick Investments Fidelis portfolio

Feb. 21, 2014 - Wallick Investments, LLC earns a 5-star Morningstar RatingTM 

Dec. 18, 2013 - #2 in nation for Wallick Investments

Dec. 12, 2013 - Wallick Investments welcomes Assistant Portfolio Manager

 

Sept. 5, 2013 - Wallick Investments welcomes Director of Marketing and Communications

 

Aug. 30, 2013 - 4 Morningstars again for Wallick Investments, LLC

May 30, 2013 -Wallick Investments nationally-ranked performance continues

Feb. 28, 2013 - Wallick Investments Core Growth Model Ranked #3 in Nation

Jan. 24, 2013 - The Catholic Miscellany - "Columbia firm aims to promote investments in good faith" 

 

Nov. 13, 2012 - Morningstar® Awards 4 Stars Again to Wallick Investments Core Growth Separate Account

 

Aug. 16, 2012 - Wallick Investments Core Growth Separate Account Receives 4 Stars from Morningstar®

 

April 30, 2012 - Wallick Investments Large-Cap Model Ranked #1 in Nation 

 

Mar. 2012 - Wallick Investments announces new model portfolios and national performance rankings by Money Manager Review

 

Nov. 14, 2011 - Wallick Investments model portfolios ranked nationally by Money Manager Review for one-, three- and five-year performance return through June 30, 2011

 

Aug. 10, 2011 - Wallick Investments model portfolios ranked nationally by Money Manager Review for one-, three- and five-year performance return through March 31, 2011

 

Sept. 25, 2008 - Wallick Investments, LLC
announces 1- and 3-year national performance
rankings for model portfolios

 

Feb. 26, 2008 - Wallick Investments, LLC
ranked 22nd among top U.S. Multi-cap Blend
managers for 2007 by Money Manager Review

 

Jan. 8, 2007 - 20 Under 40 The State Newspaper 

1122 Lady Street

Suite 810

Columbia, SC 29201

803.699.9400

WallickInvestments.com

  • White LinkedIn Icon
  • White Facebook Icon
  • White Twitter Icon
Send Us a Message

© 2019 Wallick Investments, LLC. All rights reserved.  

     
**Morningstar Disclosure                         
Form ADV Part 2                
Privacy Policy           
Site Disclosure