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About Alexander Wertz
Alex joined Johnson Investment Counsel in 2020 and serves as an Associate Portfolio Manager. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Prior to joining the firm full-time, he worked in the West Fork and Kenwood offices as a Wealth Management Intern since May of 2019. Alex also completed internships with Charles Schwab & Co. and Great American Insurance Group while in college. He graduated from Indiana University’s Kelley School of Business in May of 2020 with a degree in Finance, and a concentration in Wealth Management.
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Education
- Indiana University, B.S. Finance
Community involvement
- Mentoring+
- Volunteer
- Pro Seniors
- Board Member
- Cincinnati Animal Shelter
- Volunteer (former)
- Cincinnati Animal Shelter
- Pro Seniors
Memberships
- Financial Planning Association
- Kelley School of Business Wealth Management Workshop Alumni Association
Alexander M. Wertz, CFP®
Associate Portfolio Manager
Family Office Services
Our Services
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Individuals and Families
Deep expertise. Individualized solutions.
We know each person and every family is different than the next. We take the time to get to know you—your life, expectations, and goals. Our team-based approach provides a range of services and resources that allow us to build solutions that are in alignment with your vision for the future.
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Investment Management
Our in-house team of full-time research analysts works in concert with our advisors as we construct each portfolio, balancing risk and return for each client’s specific situation.
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Retirement & Cash Flow Planning
Your path to retirement is as unique as you are. We work closely with you to identify your goals, address your concerns, and ensure long-term financial security by developing a tailored and comprehensive financial plan.
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Income Tax Planning
Our advisors understand the relationship between taxes, financial planning, and investments. We work with clients and their tax professionals to provide a coordinated solution in line with the overall plan.
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Estate Planning & Trust Services
Our team of estate planning attorneys and trust professionals within Johnson Trust Company provide counsel to ensure the right decisions are made to preserve and transfer your wealth over time.
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Charitable Planning
At Johnson Investment Counsel, we facilitate charitable giving in flexible and impactful ways. We also develop and implement a family philanthropy plan for you and your loved ones that will guide multi-generational charitable giving that is clear in purpose and produces measurable results.
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Asset Protection & Insurance
We focus on balancing clients’ risk exposures and current protections to mitigate the impact of unforeseen events on their financial goals.
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Business Solutions
Services tailored to your business’ current stage
From establishing a robust corporate retirement plan strategy to helping you plan for what comes after the sale of your business, our firm is here to help you navigate your business’ needs. Our team’s expertise and experience make us a knowledgeable and professional partner to ensure long-term success for your business and your employees.
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Corporate Retirement Plans
We provide a full range of services to help businesses deliver the best retirement plan options to their employees and also handle the responsibilities of plan management and employee engagement. We manage the details so you can focus on the needs of your business.
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Business Transitions
From helping to formulate a financial plan for the windfall that comes with selling a business to providing corporate guidance, we work closely with business owners to create and implement solid financial strategies. The earlier we can get involved, the greater impact we can make. We provide guidance pertaining to efficient tax planning, charitable planning, and family legacy planning.
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ESOP Clients
As an employee-owned firm ourselves, we have a unique perspective and deep understanding of employee-owned businesses. This makes us a great partner to help guide the impact and success that employee-owned stock option programs can have in your organization.
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Nonprofit Organizations
Explore our institutional investment services
Our disciplined approach to asset management dates back to our beginnings and our founder, Tim Johnson. Our firm was founded from his desire to put his values into practice and merge proven portfolio management strategies with his genuine interest in helping people and institutions. We still carry forth this mission today, providing customized solutions for institutions and endowments through Johnson Asset Management. This team works closely with our clients to create and implement a long-term plan for your organization that will align your current needs and future goals.
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Investment Policy Consultation
One of the cornerstones of our long-term success is our ability to partner with organizations to thoroughly understand their investment goals and objectives. We help craft and refine Investment Policy Statements to properly reflect the needs of the organization.
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Fixed Income Asset Management
As a fixed income manager, our Quality-Yield investment approach to building portfolios combined with our extensive experience and continuity of our investment team, has continued to result in success for our clients.
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Equity Asset Management
Our strategies emphasize high-quality, predictable cash flow securities at appropriate valuations. All of our equity strategies are built with the expectation of exceptional risk-adjusted results.
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Asset Allocation
We work closely with you to ensure a disciplined approach to strategic and tactical allocation within the context of risk management.
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Customized Solutions
By developing a partnership with our clients, we are often in a position to offer tailored solutions.
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