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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 included in the Cincinnati Business Courier's top 20 “People to Know in Banking & Finance 2015“ for the Cincinnati area. Cincinnat
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Our market recap and a look ahead, plus recent company news. Read more >