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With more than $9 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

Todd Wenning was featured in an article from U.S. News & World Report titled "What to Do When You Sell Stock Too Soon." U.S. News & World Report, 9/13/2017.
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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 >