Fort Washington Investment Advisors Inc

RIASEC RegisteredEst. 1990
Total AUM
$93.5B
Discretionary
$93B
99% of AUM
Avg account
$56.7M
Accounts
1,650
Employees
157
Advisory reps
31

Firm details

Headquarters
Cincinnati, Ohio
CRD number
107126
Registered since
September 14, 1990
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types
  • Insurance Companies65.06%
  • Investment Companies13.51%
  • Pooled Investment Vehicles8.48%
  • Pension & Profit Sharing Plans4.19%
  • Corporations / Businesses2.82%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fort Washington Investment Advisors Inc. is a corporation-style registered investment adviser that has been SEC-registered since 1990. The firm serves both individual and family clients as well as institutional investors, offering a broad set of advisory services that range from financial planning and portfolio management for individuals and businesses to management of pooled investment vehicles and selection of other advisers. Its regulatory filings classify it as a liquidity fund and list business roles that include acting as a CPO/CTA and sponsoring or managing pooled vehicles. Fort Washington reports active ESG investing and maintains a diversified fee model (percentage of AUM, hourly, fixed and performance-based fees). Industry affiliations include relationships with broker-dealers, insurance companies and other investment sponsors. The firm was recognized in FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 42%, Other 31%, Exchange Traded Equities 11%, Non-Investment Grade Corp Bonds 5%, US Government Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, Public Funds/Mutual Funds 2%, Sovereign Bonds 1%42%
  • Investment Grade Corp Bonds42%
  • Other31%
  • Exchange Traded Equities11%
  • Non-Investment Grade Corp Bonds5%
  • US Government Bonds3%

Owners & executives

3 of 6
  • Christopher Shipley

    Christopher Shipley

    Co-Chief Investment OfficerCRD 7865043

  • Brendan White

    Brendan White

    Co-Chief Investment OfficerCRD 6628990

  • Scott Henry

    Scott Henry

    Vice President and Chief Compliance OfficerCRD 8043051

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Contacts

3 of 25
  • Daniel Gibson

    Daniel Gibson

    VP, Portfolio ManagerCRD 7215537

  • Laura Farro

    Laura Farro

    Registered RepresentativeCRD 6790994

  • Zarinah Mitchell

    Zarinah Mitchell

    Senior AccountantCRD 5457309

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 92

Active vs passive

$1.4B in ETFs

Passive

68%

$974M

Active

30%

$456M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$358M547,92325.02%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth