Wallick Investments, LLC’s Fidelis composite received a 4-star Morningstar Rating among 447 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of September 30.
Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com). This is the 19th out of 24 quarters WI Fidelis has received a 4-star or greater Overall Morningstar Rating. WI Fidelis has received 3-stars or more for 100 percent of their quarters reported and 1 of only six South Carolina RIA firms now receive Morningstar ratings.
“In these challenging times, we are honored to provide our clients and their accounts the time and attention they deserve,” said Daniel Wallick, Managing Partner and Chief Investment Officer
Since 2005, South Carolina RIA firm, Wallick Investments, specializing in Strategic Moral Investing (portfolios honoring science and Christian values), offers both investment advisory and portfolio management services, eliminating unnecessary fees for clients. As a CFA Institute member, Wallick Investments accepts fiduciary responsibility for their clients’ accounts with strategies available to individuals, institutions and other non-affiliated advisors. For more information on the above and all Wallick Investments’ strategies, call 803-699-9400, e-mail [email protected] or visit wallickinvestments.com.