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-style registered investment adviser that has been SEC-registered since 1990. The firm serves both individual and family clients as well as institutional investors, offering a broad set of advisory services that range from financial planning and portfolio management for individuals and businesses to management of pooled investment vehicles and selection of other advisers. Its regulatory filings classify it as a liquidity fund and list business roles that include acting as a CPO/CTA and sponsoring or managing pooled vehicles. Fort Washington reports active ESG investing and maintains a diversified fee model (percentage of AUM, hourly, fixed and performance-based fees). Industry affiliations include relationships with broker-dealers, insurance companies and other investment sponsors. The firm was recognized in FA Magazine’s Top RIA Firms list in 2020.
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
3 of 6
Christopher Shipley
Co-Chief Investment OfficerCRD 7865043

Brendan White
Co-Chief Investment OfficerCRD 6628990

Scott Henry
Vice President and Chief Compliance OfficerCRD 8043051
Contacts
3 of 25
Daniel Gibson
VP, Portfolio ManagerCRD 7215537

Laura Farro
Registered RepresentativeCRD 6790994

Zarinah Mitchell
Senior AccountantCRD 5457309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$1.4B in ETFs
68%
$974M
30%
$456M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $358M | 547,923 | 25.02% |
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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