![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
Wallington Asset Management
8900 North Keystone Avenue, Indianapolis, Indiana, United States
![Wallington Asset Management Wallington Asset Management](https://guideinua.b-cdn.net/images/logo_new/814/31192701/logo.webp)
About the Wallington Asset Management
Wallington Asset Management is a boutique wealth management firm located at 8900 North Keystone Avenue, Indianapolis, Indiana, United States. Specializing in customizing personal investment portfolios for high-net-worth individuals, institutions, foundations, corporations, and qualified plans, we prioritize aligning ourselves with our clients to achieve their unique financial goals and objectives. With a focus on delivering superior risk-adjusted returns and cost-effectiveness, our team has a three-decade history of success in producing tax-efficient, lower volatility investment portfolios.
Our founder, Michael A. Charles, brings a wealth of experience to the firm, with a background in accounting, auditing, corporate financial analysis, and private investment portfolio management. As a Certified Public Accountant and Certified Financial Planner™, Mr. Charles is dedicated to providing personalized financial planning and portfolio management services to our clients. He is actively involved in security analysis and serves on Wallington Asset Management's Investment Selection Committee.
At Wallington Asset Management, we believe in building long-term relationships with our clients based on trust, transparency, and integrity. Contact us for a complimentary consultation to discuss your financial concerns and discover how we can help you achieve financial security and peace of mind.
8900 N Keystone Ave # 1015, Indianapolis, IN 46240, United States
Opening hours of Wallington Asset Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Wallington Asset Management
"Turnover is high for a reason"
"One of the worst investment services in Indy. Stay away for your own good, unless you enjoy paying someone to lose money for you..."
"For those thinking of using this company. I delivered for a food service delivery company. The Friday before Christmas I delivered a catering order to this location, I was 19 minutes early, I texted to let them know I would be early. Upon arriving the secretary was on the phone screaming at what I assume was her bank. When she had seen me she tore into me about being early. I informed her I texted and she called me a liar. I showed her my phone and that made her madder. I ended up leaving the food in front of her desk in the catering boxes and wished her a happy holiday. I have since lost my job, apparently she complained. I can honestly say I did nothing wrong, but because this lady was having a bad day.... I lost my job at Christmas. Happy Holidays"
-
First Merchants Bank
13505 Main St, Grabill, IN 46741, United States
-
First Merchants Bank
10403 Leo Rd, Fort Wayne, IN 46825, United States
-
Kathy Crager - Thrivent
3711 Rupp Dr Ste 108, Fort Wayne, IN 46815, United States
-
First Financial Bank & ATM
211 W Pearl St, Union City, IN 47390, United States
-
Edward Jones - Financial Advisor: Drew Houck
913 N Meridian St, Portland, IN 47371, United States
-
Raymond James Financial Services
112 N Meridian St, Portland, IN 47371, United States
-
Jacks & Associates
954 Industrial Dr, Portland, IN 47371, United States
-
First Financial Bank & ATM
112 N Meridian St, Portland, IN 47371, United States
-
First Merchants Bank
115 W Main St, Portland, IN 47371, United States
-
First Merchants Bank
112 W Main St, Portland, IN 47371, United States
List of businesses, places and services in Indiana
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos