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

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