Our Investment Philosophy
A Proven Approach for Long-Term Success
Wallington was founded on a commitment to Investment and Wealth Management strategies that guide our clients down a path of long-term success. Our philosophy blends key Behavioral Finance principles with performance-driven securities management.
Four Key Principles
Our Philosophy
Generate Consistency
Managing volatility within an investment portfolio results in more consistent returns, ultimately leading to higher terminal wealth. We actively manage securities portfolios for long-term risk-adjusted outperformance and downside protection.
Benchmark Risk & Return
Asset allocation is the primary driver of risk and return characteristics in a properly diversified investment portfolio. By incorporating goals, time horizon, risk profiles, and other factors, we facilitate determination of an appropriate strategic allocation benchmark to define percentages of capital placed at risk in various asset classes.
Maintain Discipline
We adhere to principles that have proven successful over the long-term, even when emotionally difficult. Rebalancing to an allocation benchmark is critical in wealth creation as it disciplines investors to make prudent but not always comfortable decisions.
Control Costs
A layered fee structure can be costly to investors. We provide services at fully transparent, cost-effective rates and employ strategies that mitigate the often-unseen fee layering that occurs in many investment portfolios.
Generate Consistency
Managing volatility within an investment portfolio results in more consistent returns, ultimately leading to higher terminal wealth. We actively manage securities portfolios for long-term risk-adjusted outperformance and downside protection.
Benchmark Risk & Return
Asset allocation is the primary driver of risk and return characteristics in a properly diversified investment portfolio. By incorporating goals, time horizon, risk profiles, and other factors, we facilitate determination of an appropriate strategic allocation benchmark to define percentages of capital placed at risk in various asset classes.
Maintain Discipline
We adhere to principles that have proven successful over the long-term, even when emotionally difficult. Rebalancing to an allocation benchmark is critical in wealth creation as it disciplines investors to make prudent but not always comfortable decisions.
Control Costs
A layered fee structure can be costly to investors. We provide services at fully transparent, cost-effective rates and employ strategies that mitigate the often-unseen fee layering that occurs in many investment portfolios.
Learn More
Learn More
Ready to see how Wallington’s proven approach can drive investment success in your portfolio? Request a complimentary consultation to ask questions and discuss your financial concerns with one of our seasoned advisors.
