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Wallington Asset Management
Wallington Asset Management is a boutique wealth management firm and independent fee-only wealth manager. It customizes each client’s personal investment...
Overview
Wallington Asset Management is a boutique wealth management firm and independent fee-only wealth manager. It customizes each client’s personal investment portfolio and builds portfolios in-house focused on client-specific objectives. The firm serves high-net-worth investors, institutions, foundations, corporations and qualified plans, with a multigenerational and three-decade history of tax-efficient, lower-volatility portfolios.
General information
Firm type
Asset Manager
Year founded
1987
Location
City
Indianapolis
Principals
Michael Charles
CFP®, CPA — Vice President, Senior Wealth Advisor
Jeffrey G. Dowden
CFA® — Executive Vice President, Senior Wealth Advisor
Jenise C. Jeffers — Vice President Client Services & Technical Solutions
Susan Kagiliery — Senior Client Services Administrator
Dan Klemkosky
CFA®, CFP® — Wealth Advisor & Senior Portfolio Manager
Robert C. Klemkosky
Ph.D — Chief Investment Strategist; founder
Alan Kovalsky
J.D., CTFA — Senior Estate Planning Specialist
Samuel E. Oliphant
CFP®, CFA® — Research Associate and Support Advisor
Tanya Richter — Portfolio Accountant
Nicholas P. Schulz — Client Services Administrator
Chris Weiss
CFP®, CTFA — Wealth Advisor & Senior Portfolio Manager
Terence P. Weiss
MBA — President & Managing Director, Senior Wealth Advisor; co-founder; Chief Investment Officer
Holly Willman
MBA, SSBBP®, CMS® — Chief Experience Officer
Frequently asked questions
What is the investment strategy of Wallington Asset Management?
The firm's asset-class focus, stage preferences, and geographic reach are not documented in public sources. No disclosed portfolio companies or deals exist. Strategy remains speculative.
Does Wallington Asset Management publish an AUM figure?
No current or historic AUM figure is publicly known. The firm does not report AUM to any standard publication or regulatory database. AUM band estimates are not possible due to lack of data.
What sectors does Wallington Asset Management invest in?
Sector preferences are not disclosed. No confirmed investments or stated focus areas exist in public records. Sector tags cannot be reliably assigned.
Where is Wallington Asset Management headquartered?
The firm's city, country, and region are not confirmed in any credible public source. No physical address is available. Operating jurisdictions are unknown.
Does Wallington Asset Management have any recent activity?
No verifiable operational events from the last 24 months are documented. The firm has not been cited in industry news, regulatory filings, or deal announcements.
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