Description: A client-focused global financial services company providing wealth management, capital markets, asset management and other tailored services to individuals and institutions.
Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.
We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
You may be curious as the origin of our name. The year 1819 holds two important distinctions for the city of Cincinnati. First, it was the year Cincinnati was incorporated and second, it was the year the University of Cincinnati was founded. While our new name is rooted in Cincinnati’s history, we value our relationships all over our country. We’re proud to service clients in over 30 states.