Touchstone Advisors Inc
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 107028
- Registered since
- February 28, 1994
- Website
- touchstoneadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Touchstone Advisors Inc. is a corporate, institutional registered investment adviser that has been registered with the SEC since 1994. The firm operates as a capital allocator for institutional clients and charges fees as a percentage of assets under management. Its advisory activities emphasize portfolio management for investment companies and the selection of other advisers. Touchstone is also registered to operate in roles typical of commodity products and trading (CPO/CTA), and it maintains business affiliations across the financial services chain, including broker-dealer, insurance, and sponsor/manager roles for pooled vehicles. The firm is not identified as an active ESG investor. Its client base is institutional, and its structure and activities indicate a focus on managing and packaging investment exposures for institutions and pooled vehicles rather than retail advisory relationships.
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
Owners & executives
3 of 3
Timothy Stearns
Vice President and Chief Compliance OfficerCRD 1327230

Terrie Wiedenheft
SVP, Chief Financial OfficerCRD 2619213

Blaine Walters
Sales CoordinatorCRD 7852615
Contacts
3 of 88
Joseph Giar
Regional Vice PresidentCRD 5719492
Brett Wagner
Senior Product ManagerCRD 5793569

William Kussin
Divisional Vice PresidentCRD 5810274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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