Our Founding Principles: Philosophy, Partnership, & Sophistication

Since 1988, Wallington Asset Management has served as an advocate and partner for our clients as they pursue their financial goals. With our client-centric philosophy, we have achieved a successful track record insulating clients from the firm-first mentality of Wall Street and navigating the complexities of various economic and financial market climates. Since our founding, we have successfully guided clients and investment portfolios through the two worst bear markets since the 1929 Stock Market Crash and Great Depression.

From complete absence of soft-dollar arrangements to oversight of custodians and trusted partners, our independence allows us to align our interests solely with the interests of our clients. Our stewardship approach and view of our fiduciary responsibility as a minimum service level rather than a standard has also proven highly beneficial for our clients in the accumulation and management of their wealth. Wallington voluntarily adheres to the CFA Institute’s Code of Ethics and Standards of Professional Conduct.

The partnerships Wallington has developed involve a strong commitment to employing qualified in-house professionals to help clients reach and surpass their financial objectives. Our professionals hold advanced degrees and certifications such as Ph.D., MBA, CPA, CFA® and CFP® and collectively have over 150 years of experience in wealth management services, ensuring our clients are served with the highest level of expertise. For over three decades, our clients have benefited from our core competency in securities management, as it enables us to reduce fees and enhance portfolio customization while offering a far deeper understanding of risk mitigation than many advisors can provide.

Wallington Asset Management, LLC is registered with the United States Securities and Exchange Commission and appropriate state securities regulatory authorities in those states in which business is transacted.

Founding Principles



Partner with Wallington to Exceed Your Financial Goals

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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.