Fort Washington Investment Advisors Inc

RIASEC Registered
Total AUM
$93.5B
Discretionary
$93B
99% of AUM
Avg account
$56.7M
Accounts
1,650
Employees
157
Advisory reps
31

Firm details

Headquarters
Cincinnati, Ohio
CRD number
107126
Registered since
September 14, 1990
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 42%, Other 31%, Exchange Traded Equities 11%, Non-Investment Grade Corp Bonds 5%, US Government Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, Public Funds/Mutual Funds 2%, Sovereign Bonds 1%42%
  • Investment Grade Corp Bonds42%
  • Other31%
  • Exchange Traded Equities11%
  • Non-Investment Grade Corp Bonds5%
  • US Government Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 93

Active vs passive

$1.3B in ETFs

Passive

57%

$740M

Active

41%

$558M

ETFProviderStyleCategoryValueShares% of portfolio
TOUCHSTONE STRATEGIC INCOME ETF (SIO)TouchstoneActiveMultisector Bond$164M6,652,03612.60%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth