Fort Washington Investment Advisors Inc is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $70,711,246,753 of assets under management and employs about 151 people. Fort Washington Investment Advisors Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.

Diamond Hill Capital Management, Inc. is an investment adviser registered with the SEC since 1988, operating as a wholly owned subsidiary of Diamond Hill Investment Group, Inc. The firm offers a range of investment management services to individual and institutional investors through various vehicles, including mutual funds, separately managed accounts, and model delivery programs. Diamond Hill provides nine equity and six fixed income investment strategies, focusing on securities selling below intrinsic value. The firm's fee structure varies by investment strategy and is generally based on a percentage of assets under management (AUM), with minimum account sizes ranging from $10 million to $200 million. Clients have the option to participate in wrap fee programs, where a single fee is paid based on AUM, or model delivery programs where Diamond Hill provides strategy model portfolios to sponsors. The firm exercises investment discretion for client accounts, reviews accounts regularly, and votes proxies in the best interest of clients. Diamond Hill's investment team members have significant personal investments in the strategies they manage, demonstrating alignment of interests with clients. The firm's adherence to a Code of Ethics, proxy voting policy, and trade error correction policy further emphasize its commitment to transparency and client interests. Diamond Hill's financial information is publicly available, and employees collectively hold substantial personal investments in the firm's strategies.

Touchstone Advisors Inc is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $23,643,699,112 of assets under management and employs about 83 people. Touchstone Advisors Inc uses a fee structure of and a percentage of assets under your management.

Townsend Holdings LLC, operating as Townsend Group, was founded in 1983 and specializes in global real estate and real asset investment advisory services. The firm provides custom investment solutions primarily focused on private markets to institutional investors worldwide. Townsend's assets under management total approximately $19.3 billion, with discretionary client assets at $16.5 billion and non-discretionary client assets at $2.8 billion. The firm's fee structure varies based on the scope of services provided and may include percentage-based fees, retainers, or performance-based fees. Townsend acts as a fiduciary for its clients and may compensate employees or affiliates for client referrals. The firm exercises investment discretion for its clients, making decisions based on analysis conducted by its investment professionals and approved by the Investment Committee. Townsend conducts periodic reviews of client accounts and provides performance reports. The firm may have custody of certain fund clients' assets and has the authority to vote on securities held by discretionary clients when necessary. Townsend Group aligns its voting decisions with the best interests of its clients. The firm has a Code of Ethics in place to ensure compliance with securities laws and manages conflicts of interest.

Boyd Watterson Asset Management, LLC is an institutional-oriented investment management firm with continuous business operations since 1928. The firm specializes in managing client portfolios across fixed income and equity strategies, including real estate investments. Clients can receive tailored portfolio management based on individual needs, with a focus on institutional and individual clients introduced by financial institutions. The firm offers various fee schedules based on assets under management, with negotiated asset-based advisory fees. Investment discretion is granted to clients, allowing them to set restrictions within the firm's strategies. Boyd Watterson employs fundamental economic analysis, technical interest rate analysis, and credit research for fixed income strategies, while equity strategies are based on fundamental analysis at macro and company-specific levels. The firm emphasizes risk management, including interest rate, credit, inflation, and market risks. Clients receive quarterly account and performance reports, with periodic reviews conducted to ensure alignment with model accounts. The firm's Code of Ethics prioritizes clients' interests, and employees are subject to trading policies to prevent conflicts of interest. Boyd Watterson does not receive compensation from third parties and maintains client assets at non-affiliated custodians. Proxy voting is conducted in clients' best interests, with the firm utilizing independent third-party services for voting recommendations. Boyd Watterson affirms financial stability to meet contractual commitments to clients.

Nationwide Asset Management, LLC, based in Columbus, Ohio, has been a registered investment adviser since 2007. As a subsidiary of Nationwide Mutual Insurance, the firm specializes in providing customized fixed income advisory and asset management services, including alternative investment strategies like private equity, real estate equity, and hedge funds. While equity exposure is possible in client portfolios, it's not the firm's primary focus. Nationwide Asset Management tailors investment advice to meet specific client needs and may impose restrictions on certain securities. The firm primarily serves affiliated companies and their business needs, with discretionary assets under management totaling approximately $13.49 billion for thirteen clients as of December 31, 2024. Fees at Nationwide Asset Management are typically calculated as a percentage of assets under management, subject to negotiation. The firm may delegate investment management responsibilities to sub-advisors without increasing client fees. Clients should be aware of additional expenses related to third-party mutual funds and potential double billing of fees. The firm's investment philosophy emphasizes effective relative value analysis across asset classes and a team-oriented approach to managing portfolios. Nationwide Asset Management does not charge performance-based fees and follows a side-by-side management policy to treat clients fairly. The firm provides portfolio management services to various affiliated entities, and most clients are affiliated. Clients have the option to impose reasonable restrictions on investing in certain securities or asset types. The firm exercises investment discretion in line with clients' stated objectives and restrictions. Clients receive at least quarterly account statements from their custodians, and the firm does not enter into custodial agreements on behalf of clients.

Mai Capital Management, LLC is a financial advisory firm based in Cleveland, Ohio. It currently has approximately $14,219,025,931 of assets under management and employs about 331 people. Mai Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and percentage of non-investment income.

Nationwide Investment Advisors, LLC, based in Columbus, Ohio, was established in May 2006 as a limited liability company. The firm specializes in providing investment advisory services to retirement plan sponsors and participants, focusing on ERISA private sector retirement plans and governmental retirement plans. Nationwide Investment Advisors offers four distinct services: ProAccount, My Investment Planner (MIP), Smart Alliance, and the Advice Program. ProAccount is a discretionary managed account service providing professional asset management to participants in retirement plans. The firm acts as an investment manager for certain retirement plans subject to ERISA, serving as a fiduciary under ERISA Section 3(38) and Section 4975(e)(3) of the Code. Nationwide Investment Advisors employs an Independent Financial Expert (IFE) to develop and maintain investment portfolios for ProAccount clients, ensuring objective and unbiased advice. The firm does not accept performance-based fees and does not participate in principal transactions or agency cross transactions for client accounts. Nationwide Investment Advisors does not select or recommend brokers or dealers for client transactions and does not receive soft dollar benefits. The firm has a Code of Ethics in place to ensure high standards of business conduct and fiduciary duty to clients. NIA does not have custody of client assets, except for certain advisory programs where related entities act as custodians. The firm does not vote proxies on behalf of clients. As a federally registered investment adviser, NIA is not required to be state-registered.

Stratos Wealth Partners, Ltd is a financial advisory firm based in Beachwood, Ohio. It currently has approximately $9,631,570,074 of assets under management and employs about 525 people. Stratos Wealth Partners, Ltd uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of assets under management with third party managers.