About Wallick Investments, LLC
Wallick Investments, LLC is a nationally-ranked, fee-only South Carolina registered investment advisory firm, specializing in building, implementing and managing investment portfolios with integrity and professional excellence.
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Services Wallick Investments, LLC Offers
Wallick Investments, LLC accepts fiduciary responsibility for their clients' investment accounts. We receive no commissions or any other compensation from broker dealers or product providers such as mutual funds or insurance companies. We uphold the CFA Institutes' Code of Ethics and Standards of Professional Conduct.
Wallick Investments, LLC designs competitively-priced diversified portfolios consisting of primarily individual stocks, not mutual funds. Our model portfolios are developed based on strategic-allocation guidelines and
a strict security-selection process. Clients have direct access to the portfolio manager. Contact us for a portfolio review.
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- Business Details Unverified
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140 Wildewood Park Dr Suite 100
Columbia, SC 29223 - (803) 699-9400
- No. of Employees N/A
- No. of Locations 1
- Year Founded 2005
