Managing Your Institutional & Individual Investment Needs

We proudly serve what we believe to be some of the finest organizations locally, nationally, and around the world. Our clients include a diverse group of personal and professional entities, such as institutions, consultants, endowments and foundations, corporations, religious organizations, not-for-profits, public employee retirement systems, Taft-Hartley multiemployer plans, and high net worth individuals and families.

Guiding Institutions & Consultants

As we do with all of our clients, we view our relationship with consultants and institutions as a partnership that embraces a holistic view of clients’ objectives beyond individual mandates. We work with some of the largest institutional investors and consulting firms in the U.S. and internationally with the intention to maintain a long-term, collaborative relationship.

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Planning for Individuals & Families

At Fort Washington’s Private Client Group, our focus is on you and the people you care about. Every conversation starts with one simple question—how can we help? Using our breadth of expertise in wealth planning and portfolio management, we provide tailored wealth management to help achieve your unique financial goals.

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Serving Endowments & Foundations

We are not only managers of capital for a host of foundations, endowments, and other non-profits, but many of our associates also serve as active participants on boards of a diverse group of non-profit organizations. We understand what it takes to provide comprehensive services including guidance on investment policy development, active asset allocation, manager due diligence, portfolio management, performance measurement, and regular portfolio reviews.

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Advising Insurance Companies

Fort Washington’s heritage is that of stewards for the assets of a life insurance company. Today, we continue to manage the assets of our parent company, Western & Southern Financial Group, as well as all of its insurance subsidiaries and numerous unaffiliated life and property & casualty insurance companies.

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