Fort Washington Investment Advisors Inc
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 107126
- Registered since
- September 14, 1990
- Website
- www.westernsouthern.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- Insurance Companies65.06%
- Investment Companies13.51%
- Pooled Investment Vehicles8.48%
- Pension & Profit Sharing Plans4.19%
- Corporations / Businesses2.82%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Fort Washington Investment Advisors Inc. is a corporation that operates as an SEC-registered adviser (registered in 1990) and positions itself as a liquidity- and fixed-income-focused manager serving both individuals/families and institutional clients. The firm provides a broad advisory slate — financial planning, portfolio management across individuals, pooled vehicles and institutions, selection of sub-advisers, and CPO/CTA activities — and maintains a flexible fee menu that includes AUM-based fees, hourly and fixed fees, performance fees and other arrangements. It lists ESG as an active input in investment decisions and has industry relationships spanning broker-dealers, insurance firms and sponsor/GP roles in pooled investment vehicles. Fort Washington is classified in the data as a liquidity fund and is not primarily a capital allocator; its operating footprint includes sponsoring or managing pooled vehicles and acting in various sponsor or advisory capacities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds42%
- Other31%
- Exchange Traded Equities11%
- Non-Investment Grade Corp Bonds5%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$1.3B in ETFs
57%
$740M
41%
$558M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TOUCHSTONE STRATEGIC INCOME ETF (SIO) | Touchstone | Active | Multisector Bond | $164M | 6,652,036 | 12.60% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 303 Broadway St
- Time zone
- ET (UTC-5)
- Office locations
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