On Investment Management Co
Firm details
- Headquarters
- Montgomery, Ohio
- CRD number
- 105662
- Registered since
- November 14, 1971
- Website
- www.onesco.net
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.12%
- HNWI39.34%
- Pension & Profit Sharing Plans3.61%
- Corporations / Businesses1.63%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
On Investment Management Co. is a corporate wealth manager and capital allocator that has been SEC-registered since 1971. The firm serves both individual/family and institutional clients and combines advisory services with broker-dealer and insurance-broker capabilities. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm also identifies as an active ESG investor and integrates environmental, social, and governance considerations into its investment activity and manager selection.
Assets & Accounts
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities16%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 4
Nancy Westbrock
President and Chief Executive OfficerCRD 5637288
Robert Walker
President, CEOCRD 1330047
Christopher Hill
President and CEOCRD 2163742
Contacts
3 of 206
Megan Montgomery
Owner and AdvisorCRD 6664028
Tracy Ford
Registered RepresentativeCRD 7267517
Zachary Morley
Financial AdvisorCRD 6538809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montgomery, OH
Hamilton
Location
Montgomery, OH
Headquartered in Montgomery, 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
- 1 Financial Way
- Time zone
- ET (UTC-5)
- Office locations
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