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With more than $8 billion in assets under management, we are Ohio’s largest independent investment advisory firm, committed to providing integrated wealth management, trust services, institutional management, mutual funds, and charitable giving.

In the News

Jason Farler, Portfolio Manager, was quoted by the Cincinnati Business Courier, in the article, "These Local Stocks Got Hit Hardest by Market Mayhem."
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Our market recap and a look ahead, plus recent company news. Read more >