Advisory Process

Central to our process is an intimate understanding of each client. Before a client hires us to manage their investment portfolio, we develop a deep understanding of his or her unique goals, aspirations, objectives, personal circumstances and values. This can happen in a variety of settings over time, through formal and informal discussions and meetings. We help the client define his or her long-term investment road map and risk sensitivity.

Ongoing monitoring and communication ensures our clients understand the progress made relative to their long-term goals. Our clients help determine when and how we provide updates on their investment portfolios. Clients have preferences in their level of involvement in managing their portfolios, and our personalized approach adapts to each client's preferences. All of this is done to reinforce a commitment to frequent and fluid dialogue.

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Important Disclosure: This Website is for informational purposes only and does not constitute a complete description of our investment services or performance. This Website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. The expressed views and opinions presented on this website are for informational purposes only, are based on current market conditions, and are subject to change without notice. Although information and statistics contained herein have been obtained from sources believed to be reliable and are accurate to the best of our knowledge, Fort Washington cannot and does not guarantee the accuracy, validity, timeliness, or completeness of such information and statistics made available to you for any particular purpose. Material presented should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Past performance is not indicative of future results. No part of this Site or the materials herein may be reproduced in any form, or referred to in any other publication, without express written permission of Fort Washington Investment Advisors, Inc.

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