Privately owned Family Office

At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means we’re always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved. In 2023, we’re celebrating our 75th anniversary as an independent, trusted advisor with an office location in Cincinnati and Northern Kentucky. We provide dedicated service, support, and partnership to clients in retirement plan consulting, wealth management, financial planning and life insurance for estate and business planning. The HORAN Way sets the standard for the service and dedication we offer our clients and the communities we serve. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC.

Cincinnati Asset Management, Inc. has specialized in the management of fixed income securities for individuals, financial professionals, and institutions for over 30 years. We concentrate our efforts exclusively in the U.S. taxable corporate bond market, managing a wide range of strategies from short to intermediate duration, investment grade to high yield, as well as ESG focused. In all cases, fundamental credit research is a primary element of our security selection process. Investment Philosophy: We believe that managing corporate bonds allows us to capitalize on the structural inefficiencies of the corporate bond market and to maximize favorable risk/reward scenarios that exist within domestic fixed income markets. CAM follows a conservative “bottom-up value” investment discipline that stresses downside protection in seeking out companies that are currently out of favor with investors, but poised to improve. The primary focus is preservation of capital with a secondary, but extremely important, emphasis on total return. Our portfolios are not managed to a benchmark from a portfolio construction perspective, but do look to outperform respective benchmarks over a full market cycle with less volatility. We do not utilize interest rate anticipation nor top-down sector rotation tactics. We look to minimize the impact of macro-economic factors, such as interest rate risk, from the investment process by employing defensive maturity structure within the portfolio. Separately Managed Accounts (SMAs): • Investment Grade • Broad Market • High Yield • Short Duration • Short Duration – Investment Grade Only • ESG Contact us at [email protected] for more information. See https://www.cambonds.com/disclosure-statements/ for additional disclosures on the material risks and potential benefits of investing in corporate bonds.

Wealth Dimensions provides comprehensive and personalized wealth management solutions for affluent individuals and families so that they have the clarity and confidence to achieve their most important life goals. 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. When working with our firm, you can expect * Expertise to address the complexities in your life: We offer more than investment management. We provide our clients with the technical know-how and deep experience to address complex financial situations and simplify their lives. * Personalized and comprehensive wealth strategies: We create a personalized financial playbook for every client that includes wealth strategies tied to the quality of life they’re seeking and the impact they want to make in the world. * An unwavering commitment to our relationship with you: We are more than a fiduciary. We’re a boutique wealth management firm that sets an extremely high bar for the standard of care we deliver to clients. Our transparent, objective, consultative approach is intended to make you feel empowered and fully informed to make the very best decisions for your life’s journey. We are a SEC-registered investment advisor based in Cincinnati, Ohio. While we're located in the midwest, we work with clients across the U.S. Disclosure: 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.

Our mission is to be a trusted advisor to you and your family by assisting with all of your financial and key life decisions, and helping to build and preserve your wealth. At THOR, we are here to support you for life with a full spectrum of services including: * Investment Management * Financial Planning * Retirement Planning * Estate Planning * Tax Planning * Business Advisory We are committed to providing a personal, hands-on approach to all your needs. Because we focus on building personal relationships, we are able to tailor your portfolio and make any needed adjustments as your needs and goals change throughout your life.

Schneider, Male & Strakowski Co., E.A. dba SMS Retirement is a consulting firm located in Cincinnati, Ohio, that has been providing retirement plan services since 1985. We work in partnership with you, your accountant, your attorney and your investment advisor to design and administer a retirement plan that will provide tax sheltered strategies as well as a substantial retirement income. We currently provide administration and actuarial services for more than 600 retirement plans. Our clientele includes professional corporations as well as self-employed individuals. We provide qualified retirement plans for corporate directors, professors, physicians, dentists, attorneys, CPA's and many other business owners in a wide variety of occupations. We administer plans ranging in size from a single individual to several hundred participants. Our firm consists of two Enrolled Actuaries, five ASPPA credentialed members, and other staff averaging more than 20 years of experience in the retirement planning industry. We are experts in Defined Benefit and Defined Contribution plans, including newer "DB/DC Combo"​ plan designs. We can often help design a retirement program that significantly leverages the benefit provided to you, the owner, while still providing the desired benefit to your employees. Our independent service approach means you can count on us for objective advice focused on your best interests. We work with your investment providers and advisors, concentrating on plan design and administration, so your financial team can focus on asset performance. If our services and "personal touch"​ are what you have been seeking, please contact us. We will be happy to talk to you. Schneider, Male & Strakowski Co., E.A. dba SMS Retirement 4520 Cooper Road - Suite 203 Cincinnati, Ohio 45242 (513) 984-6100

Grasshopper Investments LLC is a renewables & environment company based out of 10988 Deerfield Rd, Cincinnati, Ohio, United States.

Our goal is to provide a level of investment advisory intellect and service that will help you achieve your short-term and long-term goals, such as retirement planning and thoughtful wealth creation.

ArkMalibu advises business owners by making highly informed and relevant recommendations on steps towards finding a great partner or monetizing their businesses. We help you maximize value by effectively conveying your company’s investment merits and minimizing the buyers’ perceived investment risks. As one of the most trusted boutique investment banking firms, we serve our privately-owned clients based on our conflict-free market position, proprietary process, experience and creativity. We focus our energy and talent to turn culture into capital so that we can creatively deliver value beyond our clients’ expectations. Why ArkMalibu? True Maximum Value Results - ArkMalibu has a strong track record of achieving maximum value for our clients - Creativity to explore less obvious avenues for meeting our clients’ goals and achieving maximum value - Art of the Possible – extracting the value you deserve by exploring the most extreme possibilities – your unique value story + key value drivers - Decades of M&A, operations, strategic and leadership experience Unique, Value-Add Processes - Four Boxes Methodology – our proprietary process that unlocks all your investment merits and reduces buyers’ perceived risks: Culture; Operations; Clients; and Financials - Turning Culture into Capital – a focus on your corporate culture - Customized products - Active senior banker involvement Sell-side Only Focus - A unique model that ensures your M&A advisor is motivated to exceed your goals - No conflicts of interest – other investment banks often find themselves negotiating against their regular clients on the buy-side Experience, integrity, and confidentiality you can trust. A proven M&A process that delivers. A conflict-free passion focused on achieving your goals for one of the most important transactions of your life.

Generations Wealth, LLC was founded to pursue a higher standard that redefines the wealth management experience. We offer comprehensive or unbundled advice-based solutions - a compelling alternative to traditional investment-centric wealth management - specializing in Personal CFO services, passive investing and income tax. Generations Wealth, LLC is registered and regulated by the U.S. Securities and Exchange Commission (SEC) and serves clients nationwide. Registration with the SEC does not imply a certain level of skill or training.

Our founder, Drew Horter, has worked in finance since the 1980s, founding Horter in 1991. We are proud to be one of the few homegrown registered investment advisory firms from Cincinnati, OH, and we are proud of our midwestern values. - Devotion to Service At Horter you will see our greatest asset is the team of people committed to providing our clients with outstanding service. That is why we focus heavily on creating a training experience that pushes our advisors to enhance their strengths. With Horter training, we show you how to serve your clients today and how to significantly grow your business for the future. We provide you with the tools to build the foundations of a sustainable and successful business. We know what it’s like to juggle the demands of being a truly excellent independent financial advisor. You have lots of questions and very few answers. - Lead & Equip You know what you want for your business. We know how to get you there. Modern times demand modern solutions. At Horter, you will learn strategies for running a successful business and a modernized approach to portfolio design and diversification. These skills are critical to succeeding over the long-term. - A Nationwide Boutique Approach We’re large enough to serve clients across the USA and small enough to customize the support we provide to individual advisors. Our services are flexible, innovative, and forward thinking – strategically designed to provide the leadership, resources, training, and community you need to build the business you want. The best way to see if we’re a good fit is to have a conversation. Call or email to speak with one of our team members. We’ll get in touch as soon!