Team
With an average of 30 years of investment experience, our Private Client Group professionals have a long history of designing and implementing customized investment solutions for individuals and their families. This experience coupled with the significant strength of Fort Washington's institutional fixed income and equity portfolio management teams offers our clients direct access to our nationally competitive money managers. We pride ourselves on achieving ultimate alignment of interest with our clients by being responsible for our own ideas and not outsourcing them to others who may have no personal or emotional stake in our clients' well being.
We also benefit from the strength of our business and management resources. Led by Maribeth Rahe, President and CEO, and Nick Sargen, Chief Investment Officer, our leadership team creates purpose and strategic direction in our daily service to clients. We believe we have an advantage over many firms our size by leveraging the significant capital and support of Western & Southern which routinely ranks as one of the ten strongest life insurance-based financial services companies in the world.* Our well defined corporate governance and strong culture of compliance supports our role as serving as a fiduciary.
Read about Western & Southern Financial Group's ratings.
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