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Wallick Investments, LLC’s Fidelis composite received a 4-star Morningstar Rating among 447 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of September 30. Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com). This is the 19th out of 24Continue Reading

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One of only seven RIA firms in South Carolina to receive Morningstar ratings, Wallick Investments, LLC’s Fidelis composite received a 4-star Morningstar Rating among 458 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of June 30, 2020. Morningstar is a provider of independent investment research in NorthContinue Reading