As an independent fee-only wealth manager, we align ourselves with our clients in each segment of the wealth management process; from the determination of unique financial goals and objectives to the crafting of the investment portfolios that deliver cost-effective and superior risk-adjusted returns.
Services
About Us
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Provide superior investment performance unique to each client's rate of return objectives and risk preferences. Wallington Asset Management, LLC is a Registered Investment Advisor originally founded in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans.
Philosophy
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Our ultimate objective in using a systematic and disciplined investment process is to capture the financial goals unique to each client. Wallington Asset Management believes in an active approach to investment management with an emphasis on quality and effective diversification.
A systematic and disciplined investment process is utilized as we strive to achieve, over the long-term, a total return that exceeds a client's benchmark return based upon popular stock and bond indexes.Commensurate with this return objective is the assumption of a reasonable and conservative risk posture through investments in high-quality common stocks, fixed income securities and/or money market instruments.
A systematic and disciplined investment process is utilized as we strive to achieve, over the long-term, a total return that exceeds a client's benchmark return based upon popular stock and bond indexes.Commensurate with this return objective is the assumption of a reasonable and conservative risk posture through investments in high-quality common stocks, fixed income securities and/or money market instruments.
Formulation
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Each investment portfolio, whether for the individual or the institutional investor, requires a well-defined investment policy to successfully fulfill financial goals over the long-term. As independent investment professionals, we are available to work closely with our clients and their advisors to establish a suitable investment policy.
Common Stock
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The distinguishing characteristic of Wallington Asset Management's equity philosophy is the employment of both value and growth stocks in constructing equity portfolios. Wallington Asset Management employs both value and growth stock philosophies in the construction and management of equity portfolios.
Fixed Income
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The defining characteristics of Wallington Asset Management's fixed income philosophy are the use of high quality bonds and conservative maturity structures. Wallington Asset Management utilizes a four phase approach in the management of fixed income portfolios. First, a fixed income strategy is designed to meet each client's long-term investment objectives.
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