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 corporate investment adviser registered with the SEC in 1990. The firm serves both individual & family clients and institutional investors, offering a mix of financial planning and portfolio management across individuals, pooled vehicles, investment companies and businesses. Its reported business activities include operating as a CPO/CTA and sponsoring or managing pooled investment vehicles; it also lists affiliations with broker-dealers, insurance companies and other investment advisers. Fort Washington uses multiple fee arrangements (percentage of AUM, hourly, fixed and performance-based fees) and identifies as an active ESG investor. FA Magazine recognized the firm among "Top RIA Firms" in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Brendan White
Co-Chief Investment OfficerCRD 6628990

Maribeth Rahe
President, CEOCRD 4357217
David Henderson
Chief Risk OfficerCRD 1189525
Contacts
3 of 25Barry Pavlo
Vice PresidentCRD 5119649

Daniel Carter
Managing Director & Senior Portfolio ManagerCRD 5141797

Joe Don Cole
Vice PresidentCRD 4071858
Wealth 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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