Client Types Served & Consultants
We work with defined benefit plans in every client segment of the industry, advise foundations and endowments, sub-advise mutual funds, manage funds in defined contribution plans and have extensive expertise in insurance asset management. A key to our success is a fully resourced and dedicated Relationship Management and Operations team, members of whom have substantial experience with the types of clients we serve.
We work with clients that include but are not limited to:
Defined Contribution Plans
We provide solutions to the defined contribution investment only ("DCIO") market through strategies that complement individual investors' portfolios and a client service team that understands the information needs of plan sponsors.
Family Office / Wealth Management
We offer complementary investment capabilities across the full range of asset classes that are appropriate for individual investors on a separate account basis.
Foundations & Endowments
We understand and address the unique investment needs of foundations and endowments by providing targeted solutions via a dedicated portfolio management and client service team.
Insurance and Annuity Companies
We have particular strength in serving insurance companies across a full range of asset classes. As the primary investment arm of Western & Southern Financial Group, our investment and client service teams offer our insurance clients unique insights into the risks and opportunities in the insurance investment and regulatory/accounting landscape.
We focus on meeting investment objectives within client guidelines, understand the needs of both public and corporate plans, and maintain relationships with some of the largest public plans in the United States.
We offer specialized knowledge, exposure to our best investment ideas combined with the targeted client support necessary to succeed in a very competitive marketplace.
We understand the unique governance challenges of Taft-Hartley plans and have years of experience providing retirement solutions for union members and their families across the United States in a variety of industries.