Empowering Our Community, One Financial Goal at a Time
At Wallington Asset Management, we are committed to providing personalized wealth management solutions to high-net worth individuals, institutions, foundations, corporations, and qualified plans. As an independent fee-only wealth manager, we align ourselves with our clients in each segment of the wealth management process, from determining unique financial goals and objectives to crafting investment portfolios designed to deliver superior risk-adjusted returns and cost-effectiveness.
Our Values
Our values form the cornerstone of our business and allow Wallington Asset Management to continue to deliver results for our clients. These values include integrity, discipline, commitment, passion, independence, and transparency. We believe that these values are essential in building long-term relationships with our clients and helping them achieve their financial goals.
Our Services
We offer a range of services designed to help our clients achieve financial security and peace of mind. Our private client services include investment management, wealth management, and financial planning, as well as capital advisory services. For our institutional clients, we offer investment management and consulting services, as well as qualified plan services. Our team of experienced advisors works closely with each client to understand their unique financial goals and objectives, and crafts customized portfolios designed to meet their specific needs.
Our History
With a multigenerational history of success, Wallington Asset Management has built a reputation for delivering results for high-net worth investors, institutions, foundations, corporations, and qualified plans. Our team of experienced advisors has a deep understanding of the wealth management process and is committed to helping our clients achieve their financial goals.
Our Team
Our team of experienced advisors is dedicated to providing exceptional service to our clients. With years of experience in the financial services industry, our team is well-equipped to handle even the most complex financial situations. From financial planning and investment management to capital advisory and qualified plan services, our team is committed to helping our clients achieve financial security and peace of mind.
Negative Experiences
The reviews shared here are overwhelmingly negative, with two out of two reviewers giving a 1-star rating. Both reviewers express their disappointment and frustration with their experiences with the company.
Lack of Professionalism
The first reviewer, Naz King, states that the company is one of the worst investment services in Indianapolis, implying a complete lack of professionalism in their operations. They also mention that the quality of their services is extremely low, making it clear that the company is not competent in managing investments.
The second reviewer, Robert Anderson, shares a disturbing story of a poor encounter with a representative at the company. He was delivering a catering order and arrived 19 minutes early, texted the secretary to let her know, but was met with hostility and aggression from her. The secretary accused him of lying and became more aggressive when he showed her the text message confirmation. Robert's job at a food delivery service was lost after the representative complained about the incident, even though he insists that he did nothing wrong.
Unclear Expectations and Poor Value
Both reviewers imply that the company's services do not provide good value for the money. Naz King explicitly states that the investment services are poor value, and Robert Anderson's experience suggests that even the basic service of food delivery was botched, leaving him without a job at Christmas.
