3Q2024 Portfolio Review & Commentary | Wallick Investments

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Performance Review
& Commentary

Detailed information on 3Q2024
WI Fidelis Strategy and WI Excelsis model performance with benchmark comparisons.

Past performance is no guarantee
of future results.

02

Equity Strategies

WIF

WIE

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01

Fixed Income Strategy

01

Asset Allocation Strategy

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Contact us today for a complimentary evaluation of your holdings and performance.*

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