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Investment Management

Investment Management

Our investment process leverages robust in-house research to identify equity, fixed income, and alternative investment opportunities best suited for client portfolios. Wallington’s Investment Selection Committee incorporates steadfast risk and return principles into detailed individual security analysis and portfolio implementation. The result is enhanced transparency, minimized fee layering, proper diversification, and the highest level of

customization within client investment portfolios. We provide high-net-worth clients the same long-term performance-driven navigation of the financial markets that has widely been reserved for institutional investors. Your portfolio is individually tailored to your life stage, risk and return preferences, current financial picture, and goals, and your portfolio managers and services team are directly available to assist you with any needs or questions you have along the way.

Our investment process leverages robust in-house research to identify equity, fixed income, and alternative investment opportunities best suited for client portfolios. Wallington’s Investment Selection Committee incorporates steadfast risk and return principles into detailed individual security analysis and portfolio implementation. The result is enhanced transparency, minimized fee layering, proper diversification, and the highest level of customization within client investment portfolios. We provide high-net-worth clients the same long-term performance-driven navigation of the financial markets that has widely been reserved for institutional investors. Your portfolio is individually tailored to your life stage, risk and return preferences, current financial picture, and goals, and your portfolio managers and services team are directly available to assist you with any needs or questions you have along the way.

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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.