News Column

6-Star PSN Top Guns rating for Wallick Investments, LLC

June 10, 2014



COLUMBIA, S.C.--(BUSINESS WIRE)-- Wallick Investments Core Growth Separate Account achieved prestigious 6-Star status from PSN Top Guns in the All Cap Equity Universe. This award is given to the top ten performing firms in their peer group for the five-year period ending March 31, 2014. Wallick Investments Core Growth ranked #9 out of 349 firms and 530 products in the All Cap Equity Universe. WI Core Growth’s rate of return (annualized): 1 year - 28.53% vs. Russell 3000 - 22.61%; 3 year - 16.97% vs. Russell 3000 - 14.61%; and 5 year - 25.07% vs. Russell 3000 - 21.93% (time periods greater than 1 year - average annualized return).

“Wallick Investments Core Growth is a major part of our equity allocation strategy. We are obviously quite pleased with our ranking as it verifies that we add significant value to our clients’ portfolios,” said Daniel Wallick, managing partner and chief investment officer of Wallick Investments.

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. 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, 2014. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2014. 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, 2014 then become 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 #1 in the nation for 3-year performance and #2 for 5-year performance among multi-cap blend managers for first quarter 2014 (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 Wallick Investments Core Growth Composite with a 4-star Morningstar RatingTM for overall performance for mid-cap blend managers. Wallick Investments is one of only three Registered Investment Advisory firms in South Carolina to received Morningstar Separate Account RatingsTM.

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.




Wallick Investments

Daniel Wallick, 803-699-9400

Danwallick@wallickinvestments.com


Source: Wallick Investments, LLC


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