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


News


Our team


Resources

 





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