SOURCE: Wallick Investments, LLC

Wallick Investments, LLC

August 25, 2015 15:23 ET

Wallick Investments Celebrates Tenth Anniversary

COLUMBIA, SC--(Marketwired - August 25, 2015) - Nationally-ranked Wallick Investments, LLC, an SC-based Registered Investment Advisory firm, celebrated its ten year anniversary Tuesday, June 23rd at Stone River in West Columbia. Family, clients and long time supporters gathered for food, music and festivities overlooking Columbia and the beautiful Congaree River.

Daniel Wallick, chief investment officer and managing partner, spoke, thanking his wife of 25 years, Susan, director of marketing and communication. Mrs. Wallick introduced their three sons: Jacob (Senior, USC’s Darla Moore School of Business), Zachary (Freshman/Sophomore, USC Honors College) and Samuel (Freshman, Spring Valley High School).

Wade Stinnette, principal and senior portfolio manager, continued by introducing his wife of 34 years, Lannie Stinnette, their son, Walker, and sharing about his investment experience and reasons for joining the firm in March of this year. Principal and Senior Portfolio Manager Marc L. Murray followed, introducing his wife, Laura Grooms, and their daughter, Olivia, and sharing his passion for the firm’s mission. Mr. Murray joined the firm in April of this year.

Mr. Wallick continued with a retrospective of the firm’s history, stressing client out-performance against related benchmarks is how Wallick Investments measures its success. He demonstrated how this simple concept has created over $3MM of total value for long-standing clients. The firm’s goal is to increase this many times over during the next 10 years, while upholding a culture of integrity that uniquely serves clients, Wallick employees and the community.

Wallick Investments’ “strategic investing without moral indifference” philosophy means paying attention to both data driven, proven non-emotional investment factors as well as the activities of the companies owned by investors. Leveraging technology, Wallick Investments eliminates from consideration companies most opposed to values of Christian life. Since June of 2013, all of the firm’s portfolios are managed with this final screen.

The presentation concluded with a summary of the firm's 10 year portfolio performance. Wallick Investments Core Growth Model is ranked #2 in the nation for 10 year performance (172.68% total return without fees) among multi-cap blend managers by Money Manager Review, a San Francisco-based firm providing independent analysis of private money managers. Wallick Investments' Core Growth is the chief investment strategy for the equity position of Wallick Investments' clients. The firm’s top small-mid cap offering and leading value-oriented portfolio strategy have led to significant client account investment growth over the past 10 years.

Wallick bond and alternatives portfolios support its core strategies and help diversify client risk in an efficient and cost effective manner. The firm actively manages all of its clients’ portfolios and continually considers the tax, liquidity and market-related impact to client accounts.

Wallick Investments is honored to have earned the trust of the community and looks forward to continuing a tradition of exceptional investment strategies and customer service, offering both investment advisory and portfolio management services, eliminating unnecessary fees for clients. As a member of the CFA Institute, Wallick Investments accepts fiduciary responsibility for their clients’ accounts. Wallick Investments’ strategies are available to individuals (IRA, joint, individual, trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For more information, contact Wallick Investments at 803-699-9400 or visit wallickinvestments.com.

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