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.

Learn more about our dedicated and specialized capabilities for insurance and annuity companies

Pension Plans

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. 

Sub-Advisory

We offer specialized knowledge, exposure to our best investment ideas combined with the targeted client support necessary to succeed in a very competitive marketplace.

Taft-Hartley

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.

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Important Disclosure: This Website is for informational purposes only and does not constitute a complete description of our investment services or performance. This Website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. The expressed views and opinions presented on this website are for informational purposes only, are based on current market conditions, and are subject to change without notice. Although information and statistics contained herein have been obtained from sources believed to be reliable and are accurate to the best of our knowledge, Fort Washington cannot and does not guarantee the accuracy, validity, timeliness, or completeness of such information and statistics made available to you for any particular purpose. Material presented should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Past performance is not indicative of future results. No part of this Site or the materials herein may be reproduced in any form, or referred to in any other publication, without express written permission of Fort Washington Investment Advisors, Inc.

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