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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, was interviewed by the Cincinnati Business Courier in "Jackman weighs in on investments, leadership and his 'practical' ride."
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Our market recap and a look ahead, plus recent company news. Read more >