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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 Jackman, President, was interviewed by WKRC Local Channel 12 regarding Wall Street expectations now that Trump has been elected. WKRC Local 12,
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Our 50th Anniversary

Journey with us through 50 years of milestones and events. Read more >

Our market recap and a look ahead, plus recent company news. Read more >