4Q2020PortfolioReview.18.jpg

Did your investment portfolio do better or worse than half of all mutual funds reporting to Morningstar® for one year performance as of
December 31, 2020?

 

Use this to analyze your statement performance.

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

© 2021 Wallick Investments, LLC. All rights reserved.  

     
**Morningstar Disclosure                         
ADV Brochure                
Privacy Policy 

CFA Code of Ethics         
Site Disclosure