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Showing 1 - 12 of 37 results
DIAMOND HILL INVESTMENT GROUP, INC.
DIAMOND HILL INVESTMENT GROUP, INC.
Columbus, Ohio
100-499 employees
At Diamond Hill, we are fiercely committed to generating excellent, long-term investment outcomes and building enduring client partnerships. Diamond Hill Capital Management, Inc. is a wholly owned subsidiary of Diamond Hill Investment Group, Inc. Diamond Hill Investment Group is a publicly traded company, and its shares trade on the NASDAQ (Ticker: DHIL). Disclosures: https://www.diamond-hill.com/about/policies-and-disclosures/ At Diamond Hill, we take security and protection of your personal information very seriously. Please be aware of individuals that might approach you by falsely presenting themselves as our employees or representatives. Under this false pretense, they might try to gain access to your personal information or to acquire money from you by offering fictitious employment opportunities on our behalf. Please exercise caution and carefully review correspondence. Diamond Hill will never ask for financial information of any kind or for payment of money during the job application process. We do not require any financial, credit card or bank account information and/or any payment of any kind to be considered for employment. If you suspect communication about a position is fraudulent, please contact Diamond Hill’s HR Team at [email protected]. If you are the victim of fraud resulting from a scam, please contact your local authorities. Diamond Hill will not be held liable or responsible for any claims, losses, damages or expenses resulting from the scammers.
Retirement Benefits Rank
Market Leading
JOHNSON INVESTMENT COUNSEL, INC
JOHNSON INVESTMENT COUNSEL, INC
Cincinnati, Ohio
100-499 employees
Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.
Retirement Benefits Rank
Market Leading
FUND EVALUATION GROUP, LLC
FUND EVALUATION GROUP, LLC
Cincinnati, Ohio
100-499 employees
FEG is an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. FEG employs over 125 professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $70 billion* in client assets under advisement. Founded in 1988, FEG has served the community, both directly and by helping our clients fulfill their missions, for over 35 years. *FEG is also known as Fund Evaluation Group, LLC. For full disclosures, visit: www.feg.com/disclosures The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn's privacy, security, or terms of use policies that control this service, nor their content, software or tools (or those of any third party's) that are available through links from this page. You use any third-party site/media, software, and materials at your own risk.
Retirement Benefits Rank
Market Competitive
FUND EVALUATION GROUP 2017, INC.
FUND EVALUATION GROUP 2017, INC.
Cincinnati, Ohio
All Size Average employees
FEG is an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. FEG employs over 125 professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $70 billion* in client assets under advisement. Founded in 1988, FEG has served the community, both directly and by helping our clients fulfill their missions, for over 35 years. *FEG is also known as Fund Evaluation Group, LLC. For full disclosures, visit: www.feg.com/disclosures The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn's privacy, security, or terms of use policies that control this service, nor their content, software or tools (or those of any third party's) that are available through links from this page. You use any third-party site/media, software, and materials at your own risk.
Retirement Benefits Rank
Market Competitive
DONALDSON CAPITAL MANAGEMENT, LLC
DONALDSON CAPITAL MANAGEMENT, LLC
Evansville, Indiana
50-99 employees
Serving wealth management clients, non-profits, and retirement plans since 1995.
Retirement Benefits Rank
Top Benefits
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BARTLETT & CO. WEALTH MANAGEMENT LLC
BARTLETT & CO. WEALTH MANAGEMENT LLC
Cincinnati, Ohio
50-99 employees
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning
Retirement Benefits Rank
Market Leading
THE TRUST COMPANY OF TENNESSEE
THE TRUST COMPANY OF TENNESSEE
Knoxville, Tennessee
100-499 employees
Founded in 1987 by Sharon J. Pryse, The Trust Company of Tennessee has more than 100 employees and offices in Chattanooga, Knoxville and the Tri-Cities. The company helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, corporate retirement and personal trust services. Categories: Financial Planner Bank Estate Planning Personal Trust Business Exit Strategy Corporate Retirement Wealth Management
Retirement Benefits Rank
Top Benefits
OHIO CAPITAL CORPORATION FOR HOUSING
OHIO CAPITAL CORPORATION FOR HOUSING
Columbus, Ohio
50-99 employees
The Ohio Capital Corporation for Housing (OCCH) is a nonprofit financial intermediary based in Columbus, Ohio that works with private and public developers to create affordable housing opportunities. OCCH leverages private capital for the construction, rehabilitation and preservation of affordable housing. We believe that through providing affordable housing enhanced by supportive services, we can build sustainable communities that provide opportunities and empowerment in the lives of our residents. OCCH has raised over $5.3 billion in private capital and invested in over 53,000 units of affordable housing in over 900 developments. OCCH has a lending arm, the Ohio Capital Finance Corporation (OCFC), which offers products such as predevelopment and acquisition loans to enable affordable housing development. Since its creation in 2002, OCFC has made over 675 loans totaling $583 million in production to assist in the creation, rehabilitation and/or preservation of more than 29,105 affordable housing units. OCCH created Community Properties of Ohio Management Services (CPO) in 2003 for the specific purpose of turning around a troubled portfolio of over 1,000 affordable units spread around seven Columbus neighborhoods. After a $100 million renovation effort, CPO continues to stabilize and maintain the portfolio with a hybrid of real estate management and focused supportive services. Leveraging their management expertise, CPO currently manages over 2,900 units, including units for OCCH partners. OCCH created Ohio Capital Impact Corporation (OCIC) as a 501(c)(3) non-profit to extend the mission of OCCH through creative and transformative philanthropic investments. These resources are granted to partners working creatively to improve life outcomes for residents of affordable housing communities where OCCH has investments. Since 2012, OCCH has raised over $25 million for OCIC initiatives.
Retirement Benefits Rank
Top Benefits
BAHL & GAYNOR, INC.
BAHL & GAYNOR, INC.
Cincinnati, Ohio
100-499 employees
Bahl & Gaynor is a Registered Investment Advisory firm applying our time-tested belief and expertise in dividend growth investing to serve individual and institutional clients. We reserve the right to remove comments that are profane, defamatory, offensive, malicious, unrelated to the content post, a violation of privacy or intellectual property rights, factually incorrect, or otherwise deemed to be harmful or incendiary.
Retirement Benefits Rank
Top Benefits
VALEO FINANCIAL ADVISORS LLC
VALEO FINANCIAL ADVISORS LLC
Carmel, Indiana
100-499 employees
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.
Retirement Benefits Rank
Market Leading
HAMILTON CAPITAL, LLC
HAMILTON CAPITAL, LLC
Columbus, Ohio
50-99 employees
At Hamilton Capital, the bottom line is results matter. We seek to build, protect and compound wealth with your vision of the future in mind. Wealth in itself is usually not the destination. It’s simply the vehicle for something more meaningful. Our process to get you there requires careful planning and more importantly, high quality investment returns. Your best interests are at the core of what we do, and we take the time to understand you, your vision and the why behind it. As a Registered Investment Advisor, we are a fee-only, independent wealth and investment management firm. We are committed to operating under the fiduciary standard while maximizing transparency and maintaining compensation structures that are aligned with your success. We manage more than $2 billion in assets for individual and institutional clients nationwide, including rising young executives and professionals to wealthy families and foundations and retirement plans. Our team is nationally recognized, highly credentialed, and hand-selected for their knowledge and diverse experiences in finance, business, tax and investment management. They are also equipped to handle even the most complex family wealth structures. We believe your financial future requires constant reflection, evaluation and evolution. We utilize our distinctive and highly-sophisticated dynamic investment process to take full advantage of your portfolio’s compounding potential; striving to build high quality returns, protect capital in down markets and allow future returns to build on past results. From dynamic investment management and focused estate planning, to philanthropic initiatives that build wealth while advancing causes that are meaningful to you—our team knows your needs cannot be categorized into a one-size-fits-all model. Our goal is to help our clients achieve peace of mind about their finances and future. Visit our Important Disclosures for more information: https://bit.ly/2JPZFzX
Retirement Benefits Rank
Market Competitive