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Serving the Community by Doing the Right Things for the Right Reasons

Sustaining the Legacy of Endowments & Foundations

Endowments, foundations, nonprofits, and charitable organizations serve a key role in our communities, and we have been committed partners to our clients in these spaces for over 30 years. Understanding the goals and challenges of the nonprofit sector, our work is to help you plan and meet your evolving needs. 

Fort Washington provides comprehensive services including guidance on investment policy development, active asset allocation, manager due diligence, portfolio management, performance measurement/monitoring, and regular portfolio reviews.

We have been providing investment solutions within a broad range of client objectives and restrictions since 1990, which showcases our depth of knowledge and breadth of expertise. We have over 80 investment professionals averaging 20+ years of industry experience. Importantly, our investment teams have a culture of risk control and risk mitigation, with a clear focus on preservation of capital. 

Our clients are at the forefront of all that we do. We believe our culture sets us apart from the competition and gives us an inherent edge in how we serve clients.

The foundation of Fort Washington’s culture is based on a set of principles that are explicitly focused on our clients and designed to help them toward achieving success. Our mission is to enrich our clients with attractive investment returns, proactive and strategic advice, decisive action, and a commitment to integrity and excellence. While we base each investment policy on clients' goals and objectives, there are a number of common themes that contribute to our approach. 

Fort Washington is able to fulfill its mission through a collaborative approach to long-term investing. We apply fundamentally diligent processes that are repeatable and value driven. We deeply believe that the measurement of both risk and return, not forecasting, should drive investment decisions. While the core of our investment processes relies on bottom-up research, the application of various risk management techniques helps us demonstrate to our clients that their goals are achieved in the most prudent manner possible.

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Serving as Your Devoted Partner

Our team is dedicated to helping endowments, foundations, nonprofits, and charitable organizations achieve their missions and investment goals. We work hard to understand each organization’s objectives, values, and vision in order to provide the highest level of service. We’re proud to partner with organizations that are making a difference for those they serve. Many of our associates are actively engaged with and serve on the boards of various nonprofit entities. As such, we recognize the landscape, goals, and challenges you may experience. 
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Building Our Community

We are committed to investing in and giving back directly to our region. We strongly believe that the community prospers when its individuals and businesses succeed. That’s why we support local businesses and the economy through sponsorships of major Cincinnati pastimes such as the Western & Southern Open and the Western & Southern/WEBN Fireworks. With the help of our parent company, Western & Southern Financial Group, our six title sponsorship events are just a few of the many ways we partner with community groups to help make Cincinnati the best place to live, work, and enjoy life. In the last five years, Western & Southern Financial Group has proudly supported more than 300 charitable organizations with $55 million in sponsorships and donations.
western southern open community impact

$70 Million

economic impact to the region, benefitting hundreds of businesses
cincinnati zoo and botanical garden

$1.04 Million

in support generated for programs, care and conservation
western southern webn fireworks


raised for Freestore Foodbank in 2022
ride cincinnati western southern

$5.5 Million+

raised for cancer research in Cincinnati since 2007
thanksgiving day race western southern


raised since 2016 for local charities, such as Barrett Cancer Center, Girls on the Run and Keeping Cincinnati Beautiful
crib of the nativity western southern


raised in 2022 for The Salvation Army

Personalized Service & Approach

Your organization is unique in its goals, and we partner with our nonprofit clients to understand their primary and long-term goals, risk tolerance, investment policy statement guidelines, and liquidity needs.  

A specialized team of investment professionals can provide a range of investment solutions designed for endowments and foundations. We institute a consistent process for the development of policies and guidelines for endowment and foundation portfolios. The first step in our policy and guideline development is a discussion with the endowment board and then establishing a solid understanding of the objectives, constraints, and circumstances of the organization. From there, we provide a transparent plan for how we’ll manage the portfolio to help the endowment meet its operational needs while positioning the portfolio for potential long-term growth. 

Cincinnati Hospital

Endowments & Foundations Team

Maribeth Rahe

Maribeth S. Rahe

President, Chief Executive Officer

Meet Maribeth Rahe
Brendan White

Brendan M. White, CFA

Senior Vice President, Co-Chief Investment Officer

Meet Brendan White
Daniel Carter

Daniel J. Carter, CFA

Managing Director, Senior Portfolio Manager

Meet Daniel Carter
photo of Tom Finn

Thomas L. Finn, CFA

Vice President, Senior Portfolio Manager

Meet Thomas Finn
Daniel Gibson

Daniel T. Gibson, CFA

Vice President & Portfolio Manager, Alternative Investments

Meet Daniel Gibson
Austin Kummer

Austin R. Kummer, CFA

Vice President, Senior Portfolio Manager

Meet Austin Kummer
Jamie Wilhelm

James E. Wilhelm, Jr.

Managing Director, Senior Portfolio Manager

Meet James Wilhelm
Multi-Asset Fact Sheet

Multi-Asset Portfolio Management Services

Fort Washington combines over 30 years of institutional asset management expertise, a disciplined approach to sector-relative valuation, proprietary risk budgeting, and experienced security selection skills to optimize portfolios. Learn more about our multi-asset portfolio management services. 

Investment Solutions

We invite you to learn more about how we can help your organization achieve its goals with our diverse lineup of investment solutions and financial advisory services.

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