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Portfolio management

Wallick Investments, LLC designs investment portfolios based on a client’s individual risk tolerances, time frames and objectives. For a summary of investment philosophy, asset allocation, separate account portfolios, fees and reporting, see our Investment Management Overview.

Quarterly Commentary

For information about each portfolio's market environment coverage
and security-selection process, see our Investment Managment Overview
or visit links below:

WI Core Growth

WI Dividend Focused

WI Fidelis

WI Excelsis

WI Aggressive

WI Low Vol

WI Bonds

WI Alternatives