Since Bahl & Gaynor’s 1990 inception, our singular goal has been to work hand-in-hand with clients to meet their investment needs.
While many financial firms push one-size-fits-all products, we strive to coordinate the fundamental disciplines of our dividend-growth philosophy with the unique needs of our clients regarding the growth, use and preservation of their wealth.
Because no two clients are the same, and every situation is unique…
Your portfolio manager will discuss and review the following
Investment goals, requirements, and expectations
Tax considerations (as applicable)
Socially-responsible investing considerations
Investment counseling and wealth management services
Attentiveness to your portfolio
In addition to ongoing monitoring by your dedicated portfolio manager, each relationship is reviewed quarterly by Bahl & Gaynor’s Investment Committee in a peer-review process. This evaluation assures every Bahl & Gaynor client benefits from the collective knowledge and expertise of our firm.