Wallington Asset Management, LLC
Wallington Asset Management, LLC is a boutique, independent, fee-only wealth management and investment advisory firm headquartered in Indianapolis, Indiana. Founded over three decades ago, the firm specializes in personalized portfolio management, investment consulting, financial planning, and qualified retirement plan consulting. Wallington primarily serves high-net-worth individuals, families, institutions, foundations, corporations, and qualified plans. With approximately 18 employees, its longstanding approach focuses on delivering tax-efficient, lower-volatility portfolios tailored to each client’s goals.
Investment Strategy
Wallington Asset Management offers discretionary portfolio management with a direct, client-focused approach. Portfolio construction is handled in-house and is customized for each client with attention to unique financial goals, risk tolerance, and time horizon. The firm emphasizes tax efficiency and aims for lower volatility, employing risk-adjusted strategies to achieve superior long-term returns. Asset allocation is dynamic and advisory services include financial planning and retirement consulting, with ongoing revisions based on macroeconomic drivers and client objectives.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | Vanguard FTSE Developed Market ETF | 9.87% | $76.1M | 1,270,481 | $48.87 | $59.92 | +$4.3M |
M MSFT | Microsoft Corp. | 5.77% | $44.5M | 85,849 | $70.82 | $517.95 | +$2.0M |
L LIN | Linde PLC | 4.51% | $34.8M | 73,240 | $363.82 | $475.00 | +$545.9K |
A AAPL | Apple Inc. | 4.41% | $34.0M | 133,491 | $50.80 | $254.63 | +$6.8M |
I IJR | iShares Core S&P Small-Cap ETF | 4.28% | $33.0M | 277,502 | $94.55 | $118.83 | +$3.0M |