Highest Morningstar RatingTM for Wallick Investments’ Fidelis... 1 of only 7 RIA firms in SC to receive Morningstar Separate Account Ratings, Wallick Investments, LLC’s Fidelis composite received a 5-star Morningstar Rating among 464 large-cap value products for 3-year risk-adjusted performance, and a 4-star Morningstar Rating for 5-year and Overall risk-adjusted performance as of September 30, 2019. Addition of a New Health Agent The David M. Gilston Insurance Agency is pleased to announce the addition of Jennifer Hughes to their Lowcountry Agent Sales Team. Jennifer works with clients who are exploring individual and short-term health insurance. |