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With more than $10 billion in assets under management, we are one of Ohio’s largest independent investment advisory firms, committed to providing integrated wealth management, trust services, institutional management, mutual funds, and charitable giving.

In the News

Jason Jackman shares insights in Cincinnati Business Courier article regarding local businesses with large cash holdings. Cincinnati Business Courier,
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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 >