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Key Events in Fort Washington's History

A member of the Western & Southern Financial Group, Fort Washington Investment Advisors, Inc. has offered investment management services since 1990.

  1. 2018

    1. December: Fort Washington ranks as a Best Place to Work in Money Management by Pensions & Investments for the fifth time in six years.*
    2. June: Fort Washington Chief Economist Nicholas P. Sargen, Ph.D. releases his second book, Investing in the Trump Era: How Economic Policies Impact Financial Markets.
      Investing in the Trump Era by Nick Sargen
    3. Fort Washington brings to market three new strategies that are extensions of the firm’s core competencies: Enhanced Dividend Equity, Flexible Income, and Opportunistic High Yield. With existing track records and tenured professionals, Fort Washington hopes these new offerings will provide solutions for income-oriented investors.
  2. 2017

    1. December: Fort Washington ranks as a Best Place to Work in Money Management by Pensions & Investments for the second year in a row (and fourth time total).*
    2. October: Fort Washington affiliate Touchstone Investments acquires certain assets of the Sentinel Funds. In doing so, Fort Washington expands its equity capabilities by retaining the management teams from Sentinel to sub-advise the newly formed Touchstone Small Company and Touchstone International Equity Funds. New office locations open in Albany, New York, and San Francisco, California.
    3. Mid-October: Focused Equity strategy celebrates its 10-year anniversary.
  3. 2016

    1. December: Fort Washington ranks as a Best Place to Work in Money Management by Pensions & Investments for the third time in four years.*
    2. October: Fort Washington Chief Economist Nicholas P. Sargen, Ph.D. releases his first book, Global Shocks: An Investment Guide for Turbulent Markets.
      Global Shock by Nick Sargen
    3. April: After collaborating together at Fort Washington for over 20 years, Roger M. Lanham and Brendan M. White are named Co‐Chief Investment Officers.
  1. 2015

    1. July: Fort Washington celebrates its 25-year anniversary.
      Client lobby
    2. March: Stephen R. Mullin is named Managing Director of Fort Washington’s Private Client Group. Mullin brings extensive experience in leadership roles and in serving the investment needs of private clients.
    3. January: Fort Washington opens its Midstream Energy / MLP Strategy to third-party investors after incubating a 5+ year track record.
  2. 2014

    1. December: Fort Washington ranks as a Best Place to Work in Money Management by Pensions & Investments for the second year in a row.*
    2. July: Fort Washington’s High Yield Fixed Income Strategy celebrated its 20-year anniversary.
  3. 2013

    1. December: Fort Washington ranks as a Best Place to Work in Money Management by Pensions & Investments.*
    2. October: Fort Washington launches its Large Cap Focused Equity strategy, a large cap version of its all-cap, concentrated strategy, Focused Equity.
  4. 2010

    1. January: Fort Washington completes its acquisition of certain assets of Sena Weller Rohs Williams, LLC (nka Osborn Rohs Williams, LLC), a Cincinnati-based wealth management advisory firm. The acquisition added size and scale as well as additional resources within portfolio management and client service to clients of Fort Washington Private Client Group.
  1. 2007

    1. October: Fort Washington launches an all-cap, concentrated strategy, Focused Equity, further expanding its public equity capabilities.
  2. 2003

    1. Maribeth S. Rahe and Nicholas P. Sargen, Ph.D. accept the respective roles of President & CEO and Chief Investment Officer of Fort Washington. Rahe and Sargen each bring 45 years of domestic and international financial industry experience to the firm.
  3. 1999

    1. December: Fort Washington begins to offer third-party private equity funds-of-funds through what is now known as its institutional private equity division, Fort Washington Capital Partners Group (“FW Capital”).
    2. October: Fort Washington acquires Countrywide Investments based in Cincinnati, Ohio.
  4. 1994

    1. July: With particular experience in leveraged credit and multi-sector fixed income portfolios, Fort Washington begins offering its High Yield Fixed Income and Core Fixed Income strategies to external clients.
  5. 1990

    1. September: The growth of Western & Southern Financial Group has allowed it to attract a critical mass of investment professionals to service its increasing asset base. The organization decides to bring the services of this team to external clients creating Fort Washington Investment Advisors, Inc., a wholly owned subsidiary and registered investment advisor under the Investment Advisers Act of 1940.
IMPORTANT DISCLOSURES
*Annual ranking done in conjunction with third-party survey requiring firms to complete both an employer and employee survey.

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