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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

Tim Gehner, Director of Wealth Advisory Services, was a guest on WVXU radio to discuss how boomerang children are impacting parents' retirement. WVXU 91.7
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Our market recap and a look ahead, plus recent company news. Read more >