Disclosures

This website is a publication of Wallington Asset Management, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website should not be construed as personalized investment advice, but is limited to the dissemination of general information on products and services. Wallington Asset Management, LLC. or your own professional investment, tax, or legal adviser, should be consulted before making a decision or taking action on any of the information presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

Information on this website is directed toward U.S. residents only. Wallington Asset Management, LLC is registered as an investment adviser with the SEC. Wallington Asset Management, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Past performance is not indicative of future results. You should not assume that the future performance of any specific investment strategy will be profitable or equal to past performance levels.

Disclosures

Michael Charles, CFP®, CPA

Vice President, Senior Wealth Advisor

Michael A. Charles earned his Bachelor of Business Administration degree in Accounting from the University of Notre Dame and his Masters of Business Administration from Butler University. He began his career performing various functions in accounting, auditing, and corporate financial analysis where he earned his Certified Public Accountant designation. In 1990, Mr. Charles transitioned to the financial services industry, focusing on managing private investment portfolios and providing personal financial planning for high net worth individuals. While at NatCity Investments, he earned his Certified Financial Planner™ designation and successfully established and managed the financial planning department serving over 200 of the firm’s financial advisors and their clients. Mr. Charles joined Wallington Asset Management in 2012 from TIAA-CREF where he spent over five years serving high net worth clients as a Wealth Management Advisor. In his role at Wallington Asset Management, Mr. Charles is primarily responsible for financial planning and portfolio management. He is also involved in security analysis and serves as a member of Wallington Asset Management’s Investment Selection Committee. Mr. Charles philanthropic participation includes his current positions as Treasurer and Board Director for Right to Life of Indianapolis and his past membership on one of Marian University’s advisory boards.