Fort Washington Investment Advisors Inc is a large advisory firm based in Cincinnati. It manages $52.42 billion of regulatory assets for 1,592 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 22 other states.
Fort Washington Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and sub-advisory. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fort Washington Investment Advisors Inc is $52.42 billion. The firm's AUM has grown by 199% since the beginning of its operation, and $933.95 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Fort Washington Investment Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Donald Joseph Wuebbling is insurance companies with 14 clients and $36.66 billion of assets under management. Among the 9 most similar advisory firms, Fort Washington Investment Advisors has the 2nd highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $52.42 billion for 555 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Fort Washington Investment Advisors also advises several private funds. Namely, two hedge funds, two other private funds, and twenty four private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $157,940,000.
The company employs 143 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. 21 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Donald Joseph Wuebbling has been acting as President since 1 Jun 1990. Steven Kenneth Kreider has served as the Chief Investment Officer since 1 May 2014. Jay Vincent Johnson joined the executive team most recently as the Treasurer.
The principal office where Fort Washington Investment Advisors Inc performs its advisory services is located at 303 Broadway, Cincinnati, OH 45202 The mailing address of the firm is P.O. Box 2388, Cincinnati, OH 45201 2388. An additional office of the firm is in Columbus, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-361-7600 or by fax 513-361-7689. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at fortwashington.com/.