KEY FACTS: -Independent, Registered Investment Advisory firm (RIA). Registered with the Ohio Division of Securities, and notice-filed via SEC FINRA in other states as applicable. -Over $150 million in client assets under management (7/31/2023) -Over 30 years of investment management experience -Investing for individuals, religious and charitable organizations -Independent, Fee-Only structure (no commissions) means our interests are directly aligned with clients’ -Investment professionals hold CFA (Chartered Financial Analyst) designation and adhere to strict standards of fiduciary care -Active participation in continuing education opportunities INVESTMENT SERVICES: -Comprehensive, disciplined investment approach -Ongoing due diligence and research of investments -Invest, reinvest, rebalance portfolio with tax awareness -Tactical implementation of dynamic investment strategy -Vote proxies and other shareholder related items CLIENT FOCUSED: -Establish & regularly verify suitability of client investment objectives -Regular & unlimited client meetings/interaction & client education -Provide detailed quarterly position and performance reporting -Weekly market updates, Monthly Commentary & Quarterly Newsletters with performance benchmarking to keep you informed -Timely response to client needs -Preparation of tax information to assist with tax returns Investment advisor, financial planning Located in Greater Columbus, Ohio Powell, Ohio / Delaware, Ohio