On The Move
Wallick Investments Core Growth Separate Account Receives 4 Stars from Morningstar®
Aug 16, 2012
Morningstar Separate Account Ratings™ are based solely on a proprietary mathematical formula which measures risk-adjusted performance and is recalculated on a quarterly basis. The ratings formula measures the amount of variation in an account’s quarterly performance, emphasizing downward variation and rewarding consistency. The top 10% of accounts in a 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.
For more details on this and other Wallick Investments nationally-ranked composites and models, visit wallickinvestments.com. Since 2005, Wallick Investments, LLC has provided fee-only portfolio management services to high net-worth clients and trusts. Our strategies are also available to pensions, foundations and endowments. More information is available by contacting Daniel Wallick at 803-699-9400 or by e-mail at Danwallick@wallickinvestments.com.