Philosophy

Our ultimate objective in using a systematic and disciplined investment process is to capture the financial goals unique to each client.

Wallington Asset Management believes in an active approach to investment management with an emphasis on quality and effective diversification. A systematic and disciplined investment process is utilized as we strive to achieve, over the long-term, a total return that exceeds a client’s benchmark return based upon popular stock and bond indexes. Commensurate with this return objective is the assumption of a reasonable and conservative risk posture through investments in high-quality common stocks, fixed income securities and/or money market instruments. While a prescribed set of guidelines determined by the client's investment policy governs the allocation of investment funds to the various asset classes, these allocations may be adjusted over time due to fluctuations in individual asset values or when our analysis indicates a fundamental imbalance in the risk-return spectrum.


Photo: Scalini