Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and peace of mind. With a multigenerational history of success, the Wallington team builds portfolios in-house with a direct focus on each client’s specific objectives. We have a three-decade history of successfully producing tax-efficient, lower volatility investment portfolios for high-net-worth clients and institutions.
Industry
Investment Management, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
8900 N Keystone Ave
Indianapolis, Indiana 46240, US
Keywords
security analysisretirement plan serviceswealth managementsecurities managementselection and managementenhanced communicationfinance advisingtransparent investmentselection and maintenanceboutique wealth management