Wallington Asset Management

Closed
8900 Keystone Xing Ste 1015
Indianapolis, IN 46240

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.

Generated from the website

Own this business?
See a problem?

You might also like

Northwestern Mutual Financial Network
Business services, nec, nec, Automobile insurance, Financial consultant

Northwestern Mutual Financial Network

With network representatives in more than 300 offices in the United States, The Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries. It provides a range of financial security solutions by using insurance and investment products. The Northwestern Mutual Financial Network operates through independently managed field offices. It offers education funding, asset and income protection, personal needs and estate analysis, and long-term care, retirement and business solutions. In addition to mutual funds and trust services, The Northwestern Mutual Financial Network provides estate and financial planning and investment advisory services, as well as annuities and disability and life insurance. It offers Strategic Employee Benefit Services, which is a nationwide group marketing program that provides specialized services in the employee benefits arena. The network s special account services for individuals with NMIS accounts include dividend reinvestment, account protection, direct deposit, online account access, check writing privileges and electronic transfers. It offers a variety of individual planning services ranging from college education funding to IRA solutions. Ranked among the World s Most Admired Companies by the FORTUNE magazine, The Northwestern Mutual Life Insurance Company has more than 3 million policy owners.
United StatesIndianaIndianapolisWallington Asset Management

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.