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wallingtonasset.com

Wallington Asset Management, LLC - Indianapolis Independent Fee Only Investment Management High for Net Worth Financial Advisors

Wealth management professional services to determine financial goals and build investment portfolios that deliver cost-effective and superior risk-adjusted returns.

http://www.wallingtonasset.com/

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CONTACTS AT WALLINGTONASSET.COM

Wallington Asset Management

Enrique Rendon

8900 Keysto●●●●●●●●●●● Suite 1015

Indi●●●●olis , Indiana, 46240

US

317-●●●●8670
er●●●●●@wallingtonasset.com

View this contact

Wallington Asset Management

Enrique Rendon

8900 Keysto●●●●●●●●●●● Suite 1015

Indi●●●●olis , Indiana, 46240

US

317-●●●●8670
er●●●●●@wallingtonasset.com

View this contact

Wallington Asset Management

Enrique Rendon

8900 Keysto●●●●●●●●●●● Suite 1015

Indi●●●●olis , Indiana, 46240

US

317-●●●●8670
er●●●●●@wallingtonasset.com

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Wealth management professional services to determine financial goals and build investment portfolios that deliver cost-effective and superior risk-adjusted returns.
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Wallington Asset Management, LLC - Indianapolis Independent Fee Only Investment Management High for Net Worth Financial Advisors | wallingtonasset.com Reviews

https://wallingtonasset.com

Wealth management professional services to determine financial goals and build investment portfolios that deliver cost-effective and superior risk-adjusted returns.

INTERNAL PAGES

wallingtonasset.com wallingtonasset.com
1

Financial Advice on Effective Portfolio Diversification to Lower Risk and Maximize Returns on Investements

http://www.wallingtonasset.com/philosophy.html

Our ultimate objective in using a systematic and disciplined investment process is to capture the financial goals unique to each client. Wallington Asset Management, LLC Important Disclaimer Information. WALLINGTON ASSET MANAGEMENT, LLC. 8900 Keystone Crossing, Suite 1015. Indianapolis, IN 46240. P: (317) 575-8670 F: (317) 575-8671.

2

Utilizing Asset Custodians or Brokerage Statement Services and Arrangements for Personal or Corporate

http://www.wallingtonasset.com/reporting.html

Wallington Asset Management, LLC *Important Disclaimer Information. WALLINGTON ASSET MANAGEMENT, LLC. 8900 Keystone Crossing, Suite 1015. Indianapolis, IN 46240. P: (317) 575-8670 F: (317) 575-8671.

3

Create a Well Defined Investment Policy to Reach Long Term Financial Goals for Retirement

http://www.wallingtonasset.com/formulation.html

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. Wallington Asset Management, LLC *Important Disclaimer Information. WALLINGTON ASSET MANAGEMENT, LLC. 8900 Keystone Crossing, Suite 1015. Indianapolis, IN 46240. P: (317) 575-8670 F: (317) 575-8671.

4

Registered Money and Investment Advisors, Evaluating Financial Risk Levels and Analyzing Securities

http://www.wallingtonasset.com/aboutus.html

About Us: Company Profile. Our objectives as a professional investment firm are as follows:. Provide superior investment performance unique to each client’s objective and risk level. Provide the highest quality service in the investment management field. 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.

5

Indianapolis Experienced Accounting and Financial Professionals, Analyzing and Advising on Equity and Fixed Income Securities

http://www.wallingtonasset.com/leadership.html

Terence P. Weiss, MBA. President and Managing Director. Mr Weiss serves as the firm’s Chief Investment Officer, is actively involved in portfolio management and security analysis, and serves as Chairman of Wallington Asset Management’s Investment Selection Committee. Additionally, Mr. Weiss continues to be involved on the boards of many philanthropic organizations. To learn about our leadership personnel, choose a name from the list below. Terence P. Weiss, MBA. Jeffrey G. Dowden, CFA.

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Little Wish Foundation

http://www.littlewishfoundation.org/sponsors

Sponsors - Little Wish Foundation. Michigan City, IN 46361. Indianapolis, IN 46256. To serve pediatric oncology patients by providing a. Little wish that would bring hope, comfort and joy. We are proud to have the Lids Foundation as part of our sponsors for Little Wish! North American Midway Entertainment is the Largest Traveling Amusement Park in the World! We entertain at 10 of the TOP 50 Fairs in North America. We entertain 15 million fairgoers in 20 states and 4 Canadian Provinces each year! Pillar B...

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Wallington Asset Management, LLC - Indianapolis Independent Fee Only Investment Management High for Net Worth Financial Advisors

More than just powerful words, these are traits that form the cornerstones of our business and allow Wallington Asset Management, LLC to continue to deliver results. 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. High Net Worth Individuals.

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