Fort Washington Investment Advisors, Inc. is a well-established, diversified asset management firm and a Registered Investment Advisor (RIA) that operates as a wholly-owned subsidiary of Western & Southern Financial Group, a Fortune 500 company. The firm, headquartered in Cincinnati, Ohio, was founded in 1990 and has grown to manage tens of billions of dollars in assets, serving a broad and diverse client base across the United States. Its core function is to provide comprehensive investment management and advisory services, applying disciplined investment values across a wide array of strategies to help clients achieve their specific financial goals.
The company's primary mission is to deliver customized investment solutions and strategic financial advice with a focus on long-term capital preservation and growth. It achieves this by segmenting its offerings across various asset classes and client types, maintaining dedicated business units for different investment capabilities.
What the Company Does
Fort Washington Investment Advisors, Inc. functions as a specialized investment management organization. It provides financial expertise and portfolio construction across public and private markets for both institutional and private clients. The firm is structured to offer both proprietary investment strategies and, in some cases, can recommend external, independent money managers, particularly for private clients. Its investment philosophy generally employs fundamental, technical, and quantitative methods of analysis, utilizing strategies such as long-term and short-term purchases, short sales, options, and derivatives. The company is also a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI), incorporating environmental, social, and governance (ESG) factors into its investment process to assess risk and the sustainability of future returns.
Products and Services Offered
Fort Washington's product and service lineup is extensive, designed to cater to the complex needs of its diverse clientele, which includes insurance companies, endowments, foundations, religious orders, not-for-profits, public employee retirement systems, Taft-Hartley entities, corporations, high-net-worth individuals, and families.
I. Investment Strategies and Asset Classes
The firm offers a wide range of investment strategies, often delivered through separately managed accounts, commingled and affiliated mutual funds, or private funds.
Public Equity Strategies: These strategies are managed with a focus on fundamental security selection and valuation-focused analysis. An example is the Focused Equity strategy, which is an all-cap, concentrated approach. They also offer a range of mutual funds and ETFs, such as the Touchstone Small Company Equity Fund and various other funds covering different market capitalizations and styles, including Small Cap, Mid Cap, Large Cap, Growth, and Value funds.
Fixed Income Strategies: The fixed-income philosophy is applied via a rigorous, fundamentally based research process by a deeply experienced team. Offerings cover a wide spectrum of the fixed-income market, including:
Cash and Short Duration Fixed Income
Investment Grade Fixed Income
Multi-Sector Fixed Income
Leveraged Credit
Private Placements
Securitized Credit
Specific funds include Core Municipal Bond Fund, High Yield Fund, and Strategic Income Fund, among others.
Private Markets/Private Equity: Through its dedicated institutional private equity division, Fort Washington Capital Partners Group (???FW Capital???), the firm operates as a private equity funds-of-funds manager. This division is active in both the primary and secondary markets, providing clients access to a curated portfolio of private equity investments. Products include private equity funds-of-funds and private debt.
Specialized and Multi-Strategy Solutions:
Asset-Liability Management (ALM): This is a key offering, especially for insurance companies and institutional clients, focusing on managing the balance sheet to meet long-term obligations.
Midstream Energy: The firm offers investment expertise in the energy infrastructure sector.
Cash Management Solutions: The cash management team partners with institutional clients to provide strategic solutions through active cash segmentation, with the goal of meeting both short- and long-term liquidity needs.
II. Client Service Offerings
The services are tailored to the sophistication and size of the client, dividing the focus between institutional and private clients.
For Institutions & Consultants: The firm provides investment strategies primarily through separately managed accounts and pooled investment vehicles. Services include:
Investment Advisory: Providing sophisticated advice and customized portfolio management across all its asset classes (Public Equity, Fixed Income, Private Equity).
Sub-Advisory Services: Acting as a sub-adviser for various mutual funds and other pooled vehicles.
Client Reporting and Fiduciary Oversight: Detailed reporting and a commitment to a fiduciary duty to act in the best interests of its institutional clients.
For Individuals & Families (Private Clients): For high-net-worth individuals and their families, Fort Washington provides a comprehensive suite of wealth management services. This includes:
Wealth Management: Holistic financial management covering all aspects of a client's wealth.
Financial Planning Services: Detailed planning to address goals like retirement, education, and estate transfer.
Investment Advisory Services: Personalized investment strategies and portfolio management.
Insurance Solutions: Select licensed employees can offer and advise on insurance products, including those of affiliates, integrating insurance as part of a comprehensive financial plan.
Fort Washington Investment Advisors, Inc. is a major player in the asset management industry, distinguished by its broad spectrum of investment offerings, its dedicated private equity division, and its commitment to responsible investing principles. The company's diverse strategy lineup ensures it can provide cohesive, goal-oriented investment solutions to a very wide variety of investors, from the largest institutions to affluent families.
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