Client Login 800.541.0170

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 on Local 12 for their segment called, "Rough Ride for Stocks, Experts Say Don't Panic" on the October 2nd edition. Loc
Read more >

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