Wallington Asset Management

read moreMore than just powerful words, these are traits that form the cornerstones of our business and allow Wallington Asset Management, LLC to continue to deliver results. As an independent fee-only wealth manager, we align ourselves with our clients in each segment of the wealth management process; from the determination of unique financial goals and objectives to the crafting of the investment portfolios that deliver cost-effective and superior risk-adjusted returns.

read moreWallington Asset Management believes in an active approach to investment management with an emphasis on quality and effective diversification. A systematic and disciplined investment process is utilized as we strive to achieve, over the long-term, a total return that exceeds a client's benchmark return based upon popular stock and bond indexes. Commensurate with this return objective is the assumption of a reasonable and conservative risk posture through investments in high-quality common stocks, fixed income securities and/or money market instruments.

read moreWallington Asset Management utilizes a four phase approach in the management of fixed income portfolios. First, a fixed income strategy is designed to meet each client's long-term investment objectives. This is more difficult than generally believed. Each client's liquidity needs, tax considerations and time horizon constraints are entwined with the investment objective defined for the portfolio. Objectives may include any goal in the spectrum from stability of principal and income to the maximization of long-term nominal returns.

read moreWallington Asset Management employs both value and growth stock philosophies in the construction and management of equity portfolios. This blended investment philosophy toward common stocks originates from the ongoing debate between value and growth stock adherents and the inordinate amount of risk incurred when either value or growth selection is used exclusively. We believe that simultaneous investment in both value and growth stocks results in enhanced performance and serves to reduce the risk of under-performance associated with a stock portfolio exposed solely to the characteristics of either growth stocks or value stocks.