SOURCE: Wallick Investments, LLC

Wallick Investments, LLC

June 03, 2015 09:30 ET

6-Star PSN Top Guns Rating Again for Wallick Investments, LLC

COLUMBIA, SC--(Marketwired - June 03, 2015) - Wallick Investments Core Growth Separate account achieved prestigious 6-Star status from PSN Top Guns in the All Cap Core Equity Universe. This award is given to the top ten performing firms in their peer group for the five year period ending March 31, 2015. WI Core Growth ranked #3 out of 102 firms and 135 products in the All Cap Core Equity Universe. WI Core Growth also achieved 5-Star status from PSN Top Guns in the same category. 5 Stars is given to the top ten performing firms in their peer group for the three-year period ending March 31, 2015, ranking WI Core Growth #6 in the All Cap Core Equity Universe. WI Core Growth vs. Russell 3000 rate of return: 11.47% vs. 12.16% (1 yr. annualized); 17.54% vs. 18.14% (3 yr. avg. annualized); and 18.06% vs. 15.63% (5 yr. avg. annualized).

PSN (Plan Sponsor Network) produced by Informa Investment Solutions, is one of the leading investment manager search and evaluation databases to be offered industry wide. PSN tracks more than 2,000 money management firms and over 20,000 investment products. PSN Top Guns performance rankings are tabulated for thousands of strategies across 58 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars. For more information regarding the Top Guns List please visit www.informais.com.

PSN and Informa Investment Solutions have no affiliation with Wallick Investments, LLC, but rather evaluate investments managers' performance on an objective basis. Products must have an R-Squared of .80 or greater relative to the style benchmark for the latest five year period ending March 31, 2015. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2015. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. At this point, the top ten information ratios for the latest five year period ending March 31, 2015 then become the 6 Star TOP GUNS.

In addition to the PSN Top Guns rating, Money Manager Review, San Franciso-based firm providing independent analysis of private money management firms, ranks Wallick Investments Core Growth Composite #3 in the nation for 7-year performance among multi-cap blend managers for first quarter 2015 (www.managerreview.com). (See Portfolio Review at http://www.publish-it-online.com/publication/?m=13445&l=1).

Also, Morningstar®, a leading provider of independent investment research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com), continues to rank WI Core Growth Composite with a 5-star Morningstar Ratingfor 5-year performance and a 4-star Morningstar Ratingfor overall performance among mid-cap blend managers. Wallick Investments is one of only three Registered Investment Advisory firms in South Carolina to received Morningstar Separate Account Ratings™.

Wallick Investments' strategies are available to individuals and trust accounts (IRA, joint or individual), pensions (401K), foundations, endowments and other non-affiliated advisors (50K minimum). More information is available at www.wallickinvestments.com.

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