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About US

Awards & Recognition


2017 Awards

  1. Cincinnati Business Courier’s Largest Greater Cincinnati Money Management Firms
  2. 2017 Financial Advisor Magazine's Top 50 Fastest-Growing RIAs
  3. 2017 Financial Advisor Magazine's Top Registered Investment Advisers
  4. 2017 Financial Times 300 Top Registered Investment Advisers

2016 Awards

  1. 2016 Business Success Award Winner
  2. Financial Advisors's 2016 RIA Ranking
  3. 2016 Financial Times 300 Top Registered Investment Advisers
  4. Cincinnati Business Courier's Top Money Management Firms