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Portfolio Manager • Managing Director Wallick Institutional
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WI Fidelis MC MF Index Manager CFA® charterholder
Jakewallick@wallickinvestments.com
803.422.8905
Managing Partner • CIO
Wallick Investments, LLC
Manager of WI Fidelis Composite 5-Star Rating for risk-adjusted 10-yr. performance among 110 Mid-cap blend products as of June 30, 2022
Danwallick@wallickinvestments.com
803.699.9400
Investment Committee member Wallick Institutional