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Wallickinvestments Danwallick Danwallick

Professional Excellence

We are career portfolio managers with over 65 years combined experience.

We have successfully navigated economic expansions and recessions, and bull and bear markets.

We are focused. Investing our client’s money is our only business.

We accept fiduciary responsibility and uphold the Chartered Financial Analyst® (CFA®) Institutes’ Code of Ethics and Standards of Professional Conduct.

We regularly review our performance against our benchmarks and our peers.