Wallington Asset Management

Wallington Asset Management, LLC is a registered investment adviser based in Indianapolis, Indiana, founded in 1988 by Terence P. Weiss. The firm manages $1,151,683,432 in client assets as of December 31, 2024, on a discretionary basis. Wallington offers personalized investment advisory services, including portfolio management, investment consulting, financial planning, and qualified retirement plan consulting. The firm's investment strategies include fundamental analysis, cyclical analysis, technical analysis, and long-term and short-term purchase strategies. Clients have the option to participate in the Asset Management Program or the Capital Advisory Program, each with its own fee schedule based on the size of the portfolio. The fee structure for the Asset Management Program is based on a percentage of assets under management, with varying rates depending on the portfolio size. Similarly, the Capital Advisory Program also charges fees based on the assets under management. Wallington does not accept performance-based fees or engage in side-by-side management. The firm acts as a fiduciary, putting clients' interests first. Clients have the option to