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Press Releases

Dec. 1, 2017 - National ranking for Wallick Investments’ Core Growth and Fidelis Composites

Nov. 9, 2017 - Wallick Investments’ Core Growth and Fidelis portfolios receive 4-star Overall Morningstar Rating

Sept. 6, 2017 - Wallick Investments welcomes Jacob D. Wallick, Managing Partner Associate

August 18, 2017 - 2Q2017 National Ranking for Wallick Investments’

May 16, 2017 - 1Q2017 National Ranking for Wallick Investments’

March 21, 2017 - Susan H. Wallick named principal with Wallick Investments, LLC

February 18, 2017 - Wallick Investments’ February 2017 Performance Update

October 25, 2016 - Wallick Investments hosts private J Henry Fair South Carolina Coastline Photography tour

August 25, 2016 - Author and President of Belmont Abbey College to address SC Christian Chamber of Commerce at Stone River September 28th

August 18, 2016 - Wallick Investments’ Small-Cap Portfolio earns 4-star Morningstar Rating

August 5, 2016 - Daniel Wallick named Chairman, Columbia Chapter, SC Christian Chamber of Commerce

June 7, 2016 - South Carolina RIA firm Wallick Investments’ 4-star Morningstar® Ratings continue

May 25, 2016 - Columbia RIA firm Wallick Investments’ 4-star Morningstar® Ratings continue

March 10, 2016 - 4 star Morningstar® Rating continues for firm specializing in moral investing

March 8, 2016 - 4-star Morningstar® Rating continues for Wallick Investments, LLC

November 24, 2015 - Wallick Investments hosts private Georgia O’Keeffe tour

November 20, 2015 - 4-star Morningstar RatingTM continues for Wallick Investments, LLC

August 13, 2015 - Wallick Investments celebrates 10 year anniversary

June 3, 2015 - 6-Star PSN Top Guns rating again for Wallick Investments, LLC

May 20, 2015 - Wallick Investments Fidelis scores 5 Star Morningstar® rating

May 4, 2015 - Wallick Investments welcomes Marc L. Murray, principal and senior portfolio manager

April 1, 2015 - Wallick Investments welcomes Wade Stinnette, principal and senior portfolio manager

March 26, 2015 - 6-Star PSN Top Guns rating again for Wallick Investments, LLC

December 8, 2014 - Wallick Investments, LLC awarded 4-star Morningstar Rating

September 5, 2014 - 6-Star PSN Top Guns rating again for Wallick Investments, LLC

September 2, 2014 - #2 in nation for Wallick Investments Core Growth portfolio

June 10, 2014 - 6-Star PSN Top Guns rating for Wallick Investments, LLC

May 19, 2014 - #1 in nation for Wallick Investments Fidelis portfolio

February 21, 2014 - Wallick Investments, LLC earns a 5-star Morningstar RatingTM

December 18, 2013 - #2 in nation for Wallick Investments

December 12, 2013 - Wallick Investments welcomes Assistant Portfolio Manager

September 5, 2013 - Wallick Investments welcomes Director of Marketing and Communications

August 30, 2013 - 4 Morningstars again for Wallick Investments, LLC

May 30, 2013 -Wallick Investments nationally-ranked performance continues

Feb. 28, 2013 - Wallick Investments Core Growth Model Ranked #3 in Nation

Jan. 24, 2013 - The Catholic Miscellany - "Columbia firm aims to promote investments in good faith"

Nov. 13, 2012 - Morningstar® Awards 4 Stars Again to Wallick Investments Core Growth Separate Account

Aug. 16, 2012 - Wallick Investments Core Growth Separate Account Receives 4 Stars from Morningstar®

April 30, 2012 - Wallick Investments Large-Cap Model Ranked #1 in Nation

March 2012 - Wallick Investments announces new model portfolios and national performance rankings by Money Manager Review

Nov. 14, 2011 - Wallick Investments model portfolios ranked nationally by Money Manager Review for one-, three- and five-year performance return through June 30, 2011

Aug. 10, 2011 - Wallick Investments model portfolios ranked nationally by Money Manager Review for one-, three- and five-year performance return through March 31, 2011


Sept. 25, 2008 - Wallick Investments, LLC announces 1- and 3-year national performance rankings for model portfolios

Feb. 26, 2008 - Wallick Investments, LLC ranked 22nd among top U.S. Multi-cap Blend managers for 2007 by Money Manager Review

Jan. 8, 2007 - 20 Under 40 The State Newspaper

 

 



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