Consistency of Approach. Tenured and Cohesive Teams. Transparency and Partnership.
Institutions & Consultants
Working with a broad range of taxable and nontaxable institutional investors and their consultants, we partner with what we consider to be some of the finest institutions both domestically and internationally. Our parent company, Western & Southern Financial Group, is an anchor investor in all of our strategies, affording us a stable base of investment capital that fosters our long-term perspective and an alignment of interests with our clients.
We work with defined benefit plans in many segments of the industry, advise endowments and foundations, sub-advise mutual funds, manage funds in defined contribution plans, and have extensive expertise in insurance asset management. A key pillar is a fully resourced and dedicated Relationship Management and Operations team, members of whom have considerable experience with the types of clients we serve.
Defined Contribution Plans
Through strategies that complement individual investors' portfolios and a client service team that understands the information needs of plan sponsors, we provide solutions to the defined contribution investment only (“DCIO”) market.
Meeting investment objectives within client guidelines, understanding the needs of both public and corporate plans, and maintaining outstanding client service is our focus.
In a very competitive marketplace, we offer specialized knowledge and exposure to our best investment ideas, combined with the targeted client support necessary to succeed.
We understand the particular governance challenges of Taft-Hartley plans and have many years of experience providing retirement solutions for union members and their families across the United States in a variety of industries.
Meet Our Business Development & Consultant Relations Team
Working with a diverse set of clients—including insurance companies, endowments, foundations, religious orders, not-for-profits, public employee retirement systems, Taft-Hartley entities, and corporations operating in numerous industries—our business development team takes a holistic approach to understanding our clients' objectives. We strive to build long-term, collaborative relationships.
Our consultant relations team is dedicated to serving consultants and comprised of experienced professionals responsible for supporting and solving for the complex needs of institutional clients. Fort Washington’s broad range of investment capabilities allows us to deliver timely and consistent insight to consultants throughout the market cycle. We believe that establishing strong connections among consultants, our consultant relations team, our investment teams, and our mutual clients is key to help inform solutions and achieve desirable outcomes.
John F. O'Connor
Managing Director & Head of Business Development
Career Summary DDJ Capital Management
Morgan Stanley Investment Management
MFS Investment Management
Fort Washington is committed to outstanding client service. We believe to earn your trust we must be transparent and aligned with your goals. For this reason, our parent company is an anchor investor in every investment strategy that we manage. Therefore, your risks are our risks.
Joe Don Cole
Vice President, Relationship Management
Career Summary Fidelity Investments
Education BA - Harvard University
MBA - Xavier University
We apply a long-term, collaborative approach to managing capital across a wide array of asset classes in single and multi-sector portfolio strategies. We apply fundamentally diligent processes that are repeatable and value driven.