Advisor founded in 1997 / National clientele of private individuals and institutions.
Headquarters – Columbus, OH / 70+ employees
$2.6 billion assets under management
Inc. 5000 fastest growing private companies.
Holistic approach to financial and philanthropic planning.
Serve as outsourced Chief Investment Officer / 21-year investment track record.
Chief Investment Officer was previously Head of Portfolio Management for Nationwide Insurance Companies.
Serve only in fiduciary capacity