investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
investment strategies, small cap, micro cap, wealth management, capital management
 
     
Institutions & Consultants
 		  Families & Individuals
     
We serve large public funds, insurance companies, corporations, endowments, and foundations by offering an array of unique investment strategies where our experience, independent research, and superior service help us stand apart from the crowd.
   We provide unbiased, customized wealth management solutions, serving as a trusted partner and helping each client develop and implement a comprehensive plan to achieve their vision for a secure future. 
     
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LEARN MORE

     
 
 
         
MEET OUR TEAM

Nathan M. Bailey
   Nathan M. Bailey
Associate Wealth Advisor

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Nathan A. Bishop, CFA
   Nathan A. Bishop, CFA
Principal
and Portfolio Manager
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David W. Wagner III
   David W. Wagner III
Research Analyst

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John A. Ferguson, CFA
   John A. Ferguson, CFA
Principal
and Portfolio Manager
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Robert J. Kuhnhein
   Robert J. Kuhnhein, CFA
Research Analyst

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Michael R. Knapke
   Michael R. Knapke
Marketing and Client
Service Associate
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  John G. Meyer IV
Equity Trader

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  Nathanael A. Stewart, CFA
Associate Portfolio Manager
and Research Analyst
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B. Rapking - Operations Associate
   Brad J. Rapking
Operations Associate

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Adam T. Eagleston, CFA
   Adam T. Eagleston, CFA
Principal
and Portfolio Manager
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Joseph P. Condren, CFA
   Joseph P. Condren, CFA
Principal, COO and CCO

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Len A. Haussler, CFA, CPA
   Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager
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  Jakki L. Haussler, Esq., CPA
Founder and CEO

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Kevin P. Whelan, CFA
   Kevin P. Whelan, CFA
Principal
and Portfolio Manager
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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
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