Portfolio Management services overview"> Wallick_Investments

Portfolio Management

Wallick Investments, LLC designs investment portfolios based on a client’s individual risk tolerances,
time frames and objectives.

For details about our
proprietary security-selection strategies, see our Investment Management Overview.

For detailed performance data about each Composite portfolio, visit its page in our current Portfolio Review.

WI Core Growth

WI Dividend Focused

WI Fidelis

WI Aggressive

WI Hedge

WI Preferred Stock

WI Bond

National Rankings Snapshot


Quarterly Commentary


Quarterly Portfolio Review

Performance and Rankings


Money Manager Review
Source Documents

Firm Overview


Our team




CFA Code of Ethics

Composite Disclosure

Data Security

Privacy Policy