Names & Notes for Aug. 29

August 31, 2018

Wallick Investments ranked No. 2

Money Manager Review, the San Francisco-based firm providing independent analysis of private money management firms, has ranked the Wallick Investments’ chief equity strategy, WI Core Growth Composite, for the following time periods among multi-cap blend managers voluntarily reporting: No. 3 out of 17 reporting for 1-year total performance – 14.56 percent; No. 4 out of 17 reporting for 3-year total performance – 41.17 percent; No. 3 out of 17 reporting for 5-year total performance – 91.87 percent; No. 3 out of 17 reporting for 7-year total performance – 141.90 percent; and No. 2 out of 17 reporting for 10-year total performance – 184.97 percent.

Wallick Investments is pleased to be recognized for consistency and high level performance for an enduring period of time. The South Carolina RIA firm specializes in Strategic Moral Investing: a disciplined, factor-based investment process designed to achieve exceptional performance without moral indifference.

Brown earns bachelor’s degree

Jordan O’neal Brown received a Bachelor of Science degree in middle level education from Winthrop University. He’s also a member of Kappa Delta Pi.

Fazio named to honor roll

Margaret Fazio of Johnston was one of nearly 300 University of Dallas students named to the spring 2018 Honor Roll for earning a semester GPA of 3.0-3.49. Fazio is majoring in human sciences in the contemporary world.

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