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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

Joseph Edelstein, Research Analyst, was featured in an article by the Cincinnati Business Courier titled "How Amazon-Whole Foods has impacted Kroger one year
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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 >