Wallington Asset Management
Wallington Asset Management is an independent, fee-only wealth management firm in Indianapolis, IN, specializing in tailored investment portfolios for high-net-worth individuals, institutions, and qualified plans. With a focus on integrity, transparency, and client-centric services, they strive to create paths to financial security and peace of mind through bespoke investment strategies.
Boasting over three decades of experience, Wallington utilizes a multigenerational approach to build tax-efficient, lower-volatility portfolios in-house, addressing each client's unique financial goals. Their dedicated team, which includes seasoned advisors like Michael Charles, emphasizes comprehensive financial planning and portfolio management to drive superior risk-adjusted returns.
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