FORT WASHINGTON INVESTMENT ADVISORS INC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 107126
- Registered since
- September 14, 1990
- Website
- www.westernsouthern.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- 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
FINTRXOverview
Fort Washington Investment Advisors Inc is a corporate investment adviser that combines a fixed‑income bias with multi‑client portfolio management for individuals, families and institutions. The firm leans on investment‑grade corporate bonds as a core allocation and manages liquidity‑oriented strategies alongside broader institutional mandates. Its advisory scope includes financial planning, separate account management for individuals and small businesses, pooled investment vehicle oversight and the selection of sub‑advisers, and it operates in a capacity consistent with CPO/CTA activity. The firm identifies as an active ESG investor and uses a mix of fee structures—percentage of AUM, hourly, fixed fees and performance‑based fees—depending on client arrangements. Fort Washington also maintains industry relationships across broker‑dealer channels, insurance company platforms and sponsor roles for limited partnerships and pooled vehicles, indicating a multi‑product distribution and sponsor capability in addition to direct advisory services.
Assets & Accounts
Public Holdings
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
Asset composition
- Investment Grade Corp Bonds42%
- Other31%
- Exchange Traded Equities11%
- Non-Investment Grade Corp Bonds5%
- US Government Bonds3%
Owners & executives
3 of 6CHRISTOPHER SHIPLEY
Co-Chief Investment OfficerCRD 7865043
Brendan White
Co-Chief Investment OfficerCRD 6628990
Scott Henry
Vice President and Chief Compliance OfficerCRD 8043051
Contacts
3 of 24Daniel Gibson
VP, Portfolio ManagerCRD 7215537
Laura Farro
Registered RepresentativeCRD 6790994
ZARINAH MITCHELL
Senior AccountantCRD 5457309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$1.4B in ETFs
68%
$974M
30%
$456M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $358M | 547,923 | 25.02% |
Location
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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