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Capital Advisory

Many investors prefer or require the use of packaged financial products. Our securities expertise provides tremendous advantage in the management of mutual fund and exchange-traded fund portfolios, allowing us to serve clients with a more in-depth Capital Advisory experience than most advisors can provide. As with our Investment Management services, we incorporate the same unwavering investment and advisory principles into our Capital Advisory services to ensure your portfolio is directly tailored to your life stage, risk and return preferences, current financial picture, and goals. Our full exclusion of commission and soft-dollar arrangements allow us to remain truly independent in the selection and management of funds.

Capital Advisory

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P: (317) 575-8670 
F: (317) 575-8671
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8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240

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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.