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Showing 1 - 12 of 13 results
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
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
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
WESTMINSTER FINANCIAL SECURITIES, INC.
WESTMINSTER FINANCIAL SECURITIES, INC.
Beavercreek, Ohio
25-49 employees
Westminster Financial Companies, Inc. is an investment management company based out of 865 S DIXIE DR, Vandalia, Ohio, United States.
Retirement Benefits Rank
Market Leading
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MATSON MONEY, INC.
MATSON MONEY, INC.
Mason, Ohio
50-99 employees
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel Prize-winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect against loss. Academic Advisory Board members receive compensation from Matson Money for their services; and in exchange, provide: independent consulting services to Matson Money leadership; co-author white papers; speak at Matson Money conferences; and provide insight to Matson Money processes generally within the scope of their area of expertise including but not limited to portfolio construction, asset allocation, mathematical principles, investor behavior, and/or statistical concepts, amongst others. Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures
Retirement Benefits Rank
Market Leading
FCN BANK, NATIONAL ASSOCIATION
FCN BANK, NATIONAL ASSOCIATION
Brookville, Indiana
100-499 employees
At FCN Bank, our people are our greatest asset. We are truly a local bank, headquartered in Brookville, with offices also in the nearby towns of Batesville, Connersville, Sunman, Lawrenceburg, and Harrison. In this day of banking and other corporate mergers, and the emergence of national and even global banks, some of which operate exclusively via the internet, we continue to provide local, face-to-face service to the communities that we serve. We believe that you prefer to place your trust in people that you know, with people who are your neighbors.
Retirement Benefits Rank
Market Laggard
COTERIE APPLICATIONS INC.
COTERIE APPLICATIONS INC.
Blue Ash, Ohio
100-499 employees
Coterie Insurance operates in all 50 states and D.C. where it enables independent agents and brokers to write instant small business insurance. Powered by data-backed underwriting, Coterie delivers accurate pricing and a submission-to-bind experience in less than one minute. Combining best-in-class technology with a partnership-based approach, Coterie makes the buying and selling of small business insurance effortless.
Retirement Benefits Rank
Market Competitive
DAYTON CHAPTER 13
DAYTON CHAPTER 13
Dayton, Ohio
1-24 employees
Chapter 13 Trustees Office is a legal services company based out of 600 Grant St # 3250, Pittsburgh, Pennsylvania, United States.
Retirement Benefits Rank
Market Competitive
WINGS INVESTORS COMPANY LTD
WINGS INVESTORS COMPANY LTD
Cincinnati, Ohio
25-49 employees
WING is a leading property development and investment company in Central Europe, one of the largest privately-owned Hungarian real estate developers and the majority owner of Echo Investment, the leading real estate developer in Poland. “We are committed to creating value through projects of high architectural quality, which contribute to the development of the built environment.” Business lines: - Real estate development in all market segments; office, industrial and logistics, retail, hotel, residential - Real estate investment and portfolio management - Real estate services: planning and design, facility management The domestic and international real estate community has honoured WING on numerous occasions with awards for its projects. The buildings have won the “Építőipari Nívódíj” (Architectural Excellence Award), the CIJ Best Development Award, the “Média Építészeti Díj” (Media Architecture Award) and the International Property Awards on several occasions. The winning buildings were the Telekom headquarters, the Allianz headquarters, the Agria Park shopping centre in Eger, the Átrium Park office building, the new Corvinus University building, the South Pest Business Park, the Philip Morris headquarters in the East Gate Business Park, the Millenáris Office Buildings and the new headquarters of Hungarian State Television (MTVA). The company itself has held the title of Business Superbrand for many years.
Retirement Benefits Rank
Market Leading
TRUEPOINT WEALTH COUNSEL
TRUEPOINT WEALTH COUNSEL
Cincinnati, Ohio
All Size Average employees
Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility. This is life and wealth, well managed.
Retirement Benefits Rank
Top Benefits