Faith- & Factor-Based WI Fidelis Receives 4-Star Morningstar Overall Rating 23/28 Quarters

L-r: Wade Stinnette, Dan Wallick, Susan Wallick and Jacob Wallick

L-R: Wade Stinnette, Dan Wallick, Susan Wallick and Jacob Wallick

Columbia, SC—November 5, 2021: Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, has received yet again a 4-star Morningstar RatingTM for 3-year, 5-year and Overall risk-adjusted performance among 145 Mid-Cap Blend products as of September 30, 2021. WI Fidelis has received a 4-star or greater Overall Morningstar Rating for 23/28 quarters, and a 3-star or greater Overall Morningstar Rating for 100% of quarters. Morningstar® is a leading provider of independent investment research (corporate.morningstar.com).

“It has been a blessing to be able to provide our clients with Morningstar risk-adjusted performance in the top 33% of all US separate account managers in our same style category for over 80% of reporting periods, and 0% of the time in the bottom 33%. It is a testimony to our strategic moral investing processes.” Daniel Wallick, managing partner and chief investment officer

Since 2005, Wallick Investments, a registered investment advisory firm specializing in Strategic Moral Investing, has offered both investment advisory and portfolio management services, eliminating overlapping fees for clients. Wallick Investments’ strategies and resources are available to individuals, institutions and other non-affiliated advisors. For more information call 803-699-9400, e-mail info@wallickinvestments.com or visit wallickinvestments.com.

© 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The Morningstar Rating for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.

Dan Wallick 803.422.4305 Wallick Investments, LLC 1122 Lady Street, Suite 810 Columbia, SC 29201


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