Overview

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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
June 3, 2019

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...