2017 Awards
- Cincinnati Business Courier’s Largest Greater Cincinnati Money Management Firms
- 2017 Financial Advisor Magazine's Top 50 Fastest-Growing RIAs
- 2017 Financial Advisor Magazine's Top Registered Investment Advisers
- 2017 Financial Times 300 Top Registered Investment Advisers
2016 Awards
- 2016 Business Success Award Winner
- Financial Advisors's 2016 RIA Ranking
- 2016 Financial Times 300 Top Registered Investment Advisers
- Cincinnati Business Courier's Top Money Management Firms