Business Details
39 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Wallington Asset Management is a boutique wealth management firm dedicated to creating personalized investment strategies for high-net-worth individuals, institutions, and qualified plans. With over three decades of experience, we specialize in crafting tax-efficient, lower-volatility portfolios designed to meet unique financial goals while maintaining a strong focus on risk-adjusted returns. Our independent, fee-only structure ensures alignment with client interests throughout the wealth management process, from initial goal-setting to portfolio execution.Founded in 1987 by Terence P. Weiss and Dr. Robert Klemkosky, our firm combines multigenerational expertise with a disciplined investment philosophy centered on integrity, transparency, and client-centric service. Our team of certified professionals brings extensive experience in financial planning, portfolio management, and security analysis, supported by a proven track record of delivering superior investment performance through rigorous research and proactive client engagement.
Services
Investment Management
Wealth Planning
Portfolio Management
Retirement Planning
Estate Planning
Financial Analysis
Tax-Efficient Strategies
Risk Management
Client-Centric Advisory
Security Analysis
Details
- Year established: 1987
Highlights and features
- We have over 35 years of experience in customized wealth management solutions
- Our independent fee-only structure ensures complete alignment with client interests
- We create personalized investment portfolios tailored to specific financial objectives
- Our team includes CFPs, CFAs, and industry veterans with deep technical expertise
- We maintain a proven track record of tax-efficient, lower-volatility investment performance
Services
Investment Management
Our investment management service creates customized portfolios tailored to individual financial goals while maintaining lower volatility. We employ a disciplined, research-driven approach focusing on tax efficiency and risk-adjusted returns. With over 35 years of experience, our team of certified professionals delivers superior performance through rigorous security analysis and proactive portfolio adjustments.
Wealth Planning
We develop comprehensive wealth plans addressing unique financial objectives, from retirement strategies to estate preservation. Our certified advisors combine technical expertise with personalized service to create actionable roadmaps for long-term financial security. This service integrates seamlessly with our investment management approach to ensure cohesive wealth management solutions.
Retirement Planning
Our retirement planning specialists design strategies to ensure financial security during retirement years. We analyze current assets, project future needs, and implement tax-efficient withdrawal strategies. The service includes qualified plan management and customized solutions for high-net-worth individuals seeking sustainable income streams.
Estate Planning
Our estate planning experts help clients preserve wealth for future generations through strategic gifting, trust creation, and tax-efficient transfer methods. We collaborate with legal professionals to develop comprehensive plans addressing both immediate and long-term wealth preservation goals for high-net-worth families.
Security Analysis
Our team conducts in-depth security analysis to identify optimal investment opportunities across asset classes. Using fundamental and quantitative research methods, we evaluate market trends and company fundamentals to build diversified portfolios. This service supports our investment management approach with actionable insights from experienced CFA charterholders.
People
Terence P. Weiss
President & Managing Director
Co-founder with 40+ years in finance, former Indiana University professor, and Chief Investment Officer. Developed asset allocation programs and led portfolio growth to over $1 billion in assets under management.
Michael Charles
Senior Wealth Advisor
CFP and former CPA with 30+ years in financial services. Specializes in portfolio management and financial planning, previously with TIAA-CREF and NatCity Investments. Holds key roles on investment committees.
Robert C. Klemkosky
Chief Investment Strategist
PhD in Finance and former Dean of Sungkyunkwan University's Graduate School. Over 30 published research articles on financial markets, risk-return analysis, and derivatives. Co-founder and strategic leader of investment philosophy.
Alan Kovalsky
Senior Estate Planning Specialist
Attorney and CTFA-certified expert with 25+ years in advanced planning. Focuses on trusts, estates, and wealth transfer strategies. Former Schwab Private Client advisor bringing legal and financial integration to estate solutions.
Jeffrey G. Dowden
Senior Wealth Advisor
CFA charterholder with 30+ years in investment advisory. Former CFA Society president and CNBC contributor. Manages wealth strategies while serving on executive and investment committees for institutional clients.
Questions
What services does Wallington Asset Management offer?
We provide customized investment management, financial planning, portfolio management, retirement planning, and estate planning services for high-net-worth individuals and institutions.
How is Wallington different from other financial advisors?
As an independent fee-only firm, we maintain complete transparency with no product sales incentives, focusing solely on personalized solutions aligned with client interests.
What investment approach does Wallington use?
We employ a disciplined, research-driven strategy focused on tax-efficient portfolios with lower volatility, emphasizing risk-adjusted returns through rigorous security analysis.
How can I schedule a consultation?
Contact us at (317) 575-8670 or visit our Indianapolis office to arrange a complimentary consultation with one of our experienced wealth advisors.
What experience does your team have?
Our team includes CFPs, CFAs, and financial experts with decades of combined experience in wealth management, portfolio construction, and financial planning.
