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.

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.

Fund Evaluation Group, LLC (FEG) is a registered investment adviser established in 1988, specializing in providing discretionary and non-discretionary investment advisory services primarily to institutional clients. FEG aims to enhance investment returns through globally diverse portfolios. As of December 31, 2022, FEG manages approximately $17 billion in assets under advisement. The firm offers services such as investment consulting, asset allocation studies, manager searches, and performance reports. FEG's investment philosophy focuses on independence, ardency, prudence, and alignment. The firm conducts thorough manager selection processes based on conviction, consistency, pragmatism, culture, risk control, and active return. FEG's investment strategies are designed to achieve consistent returns and manage risk effectively. The firm's review process includes performance measurement, risk assessment, and peer group comparisons. FEG's fee structure varies based on the service type, with fees generally ranging from 12 to 1.5 basis points for consulting services and 30 basis points for managed portfolios. FEG discloses potential conflicts of interest, such as affiliations with related entities and compensation for client referrals. The firm does not participate in soft dollar arrangements and has no disciplinary events to report. FEG's custody practices involve direct debiting of fees and limited instances of holding client funds. Clients have the option to grant FEG voting authority for mutual funds and ETFs. FEG's proxy voting policy prioritizes the best interests of clients. The firm does not have financial commitments impairing its ability to meet client obligations. For more detailed financial information, clients can request additional documentation from FEG's Chief Compliance Officer.

Gateway Investment Advisers, LLC is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $8,592,744,527 of assets under management and employs about 21 people. Gateway Investment Advisers, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

RedTree Investment Group, established in 2014, is an Ohio-based investment adviser offering portfolio management, asset allocation analysis, individual securities recommendations, investment consulting, financial planning, and account performance monitoring. The firm focuses on fixed-income investments, including government and corporate bonds, municipal securities, and money market instruments. Clients' portfolios are managed to achieve specific investment returns within defined parameters. The minimum account value to open an account is typically $1,000,000, with negotiable fees based on assets under management. RedTree provides discretionary and non-discretionary investment services, tailoring strategies to meet individual client needs. The firm's investment approach combines quantitative and fundamental analysis, emphasizing principal preservation and market rate returns. Risk factors include management, bond market, credit quality, liquidity, and tax risks. RedTree does not compensate for referrals and does not advise accounts with performance-based fees. Clients include public entities, individuals, high net worth individuals, and various organizations. The firm's brokerage practices prioritize best execution, and it does not receive soft dollar benefits. Clients receive regular performance reports and have the option for electronic delivery. RedTree maintains strict privacy policies to safeguard client information. For more details, visit www.redtreeinv.com or contact 888.596.2293.

Bartlett & Co. Wealth Management LLC, established in 1898, is a subsidiary of Focus Financial Partners, LLC, offering wealth management services primarily on a discretionary basis. The firm provides customized portfolio strategies across various investment vehicles, including mutual funds and individual securities. Bartlett also offers financial planning and consulting services, tailored to clients' financial goals. The firm manages assets for high-net-worth individuals, families, foundations, endowments, and institutional clients, with a minimum relationship size of $2 million for wealth management accounts. Bartlett is a fiduciary, acting in clients' best interests, and charges fees based on assets under management. The firm does not accept performance-based fees and discloses potential conflicts of interest related to insurance solutions and financial services provided by affiliates. Bartlett's investment philosophy focuses on diversification and risk management, with active portfolio management to maximize returns while considering market risks. Clients have the option to direct trades to specific brokers or dealers, with Schwab being a recommended custodian. Bartlett's investment oversight committee reviews client relationships regularly to ensure alignment with client objectives and firm standards. The firm also discloses its code of ethics, brokerage practices, custody arrangements, and proxy voting policies to maintain transparency and compliance with regulatory requirements.

Cincinnati Asset Management, Inc. is a registered investment advisor specializing in providing investment management services since its establishment in 1989. The firm offers services to various clients, including individuals, pension and profit sharing plans, trusts, estates, charitable organizations, small businesses, insurance companies, and mutual funds. Their investment strategies focus on fixed income securities, preferred stocks, ETFs, and other securities, with a primary objective of capital preservation. The firm operates on a fee-only basis, strictly managing investment portfolios without selling commissioned products or acting as a custodian of client assets. Clients have the option to engage in various types of agreements, such as the Advisory Service Agreement for ongoing management of securities portfolios, with termination flexibility for both parties. The firm's fee structure is based on a percentage of assets under management, with fees varying depending on the account size and investment strategy selected. Cincinnati Asset Management exercises discretionary authority for trading, allowing them to make investment decisions on behalf of clients without specific consent for each transaction. The firm also has a comprehensive Business Continuity Plan in place to address potential disruptions and ensure the continuity of services.

Foster & Motley, Inc. is a registered investment adviser established in January 1997 and registered with the SEC since November 1996. The firm operates as an Ohio Corporation owned by fourteen individual shareholders. Acting in a fiduciary capacity, the firm provides financial planning and investment management services, managing over $2.4 billion in client assets as of December 31, 2024. Foster & Motley is a fee-only firm, receiving compensation solely from client fees and not from commissions or referrals. Clients can engage the firm for financial planning, investment management, or a combination of both services. Investment management involves discretionary management of client portfolios using a mix of securities, mutual funds, ETFs, alternatives, and private investments. Financial planning services cover various aspects such as cash flow planning, retirement planning, tax analysis, and estate planning. The firm's investment philosophy focuses on a Growth at a Reasonable Price strategy for equities, emphasizing conservative valuation, dividend yields, growth prospects, and quality. Bonds, mutual funds, ETFs, and alternative investments are also part of the investment approach. Foster & Motley does not charge performance-based fees and primarily serves individuals, families, corporations, and charitable organizations. The firm maintains custody of client assets under specific circumstances, such as managing assets in accounts and utilizing Standing Letters of Authorization for disbursements. Clients receive regular statements from custodians and have the option to authorize fee deductions. Foster & Motley exercises investment discretion based on clients' objectives and restrictions, with clients having the ability to impose limitations on their accounts. The firm votes proxies in the best interest of shareholders and is discontinuing the Schwab Institutional Intelligent Portfolios Program.

Quadrant Capital Group, LLC, operating as Constellation Wealth Advisors, offers customized investment advisory services to high-net-worth individuals, trusts, estates, and other entities. Established in 2009, the firm manages over $4.6 billion in assets, providing investment options in domestic and international stocks, bonds, mutual funds, ETFs, separately managed accounts, and alternative investments. Acting as a fiduciary, the firm tailors investment profiles based on client goals, offering growth, balanced, and conservative strategies with client-imposed restrictions. Additionally, the firm manages private investment funds, focusing on private capital opportunities ranging from $5 to $50 million per opportunity. Constellation also provides ERISA fiduciary services for retirement accounts. Fees are asset-based or flat, with a minimum annual fee of $20,000. The firm may negotiate fees based on individual circumstances. Investment discretion is granted by clients, who can place restrictions on investment decisions. The firm does not vote proxies but may offer advice upon client request. Constellation does not have custody of client funds but undergoes annual surprise asset verification. Clients receive account statements directly from custodians. The firm does not vote proxies but may offer advice upon client request. Constellation does not have custody of client funds but undergoes annual surprise asset verification. Clients receive account statements directly from custodians.