Committed To Supporting You
COMPREHENSIVE. PERSONALIZED. DESIGNED FOR YOUR FUTURE.
What core values, traditions, and experiences shape you and your family?
What are your aspirations?
Why Bahl & Gaynor?
OUR DIVIDEND GROWTH INVESTMENT PHILOSOPHY
At Bahl & Gaynor, our investment philosophy is centered on dividend growth. We focus on selecting high-quality companies that consistently increase their dividends. This strategy not only provides a reliable income stream but also aligns with long-term growth objectives, helping your wealth grow steadily over time. We believe in building portfolios that balance income with growth potential, offering both stability and opportunity. Dividends Pay Dividends®.
PUTTING YOUR INTERESTS FIRST: OUR FIDUCIARY COMMITMENT
At Bahl & Gaynor, we take pride in our role as fiduciaries, always putting your best interests first. This commitment symbolizes that your investments are managed with unwavering integrity and the highest ethical standards, giving you the confidence and trust you deserve.
Additionally, we are registered with the SEC, further solidifying our commitment to transparency and accountability in managing your account.
Why Dividend Growth?
AT THE HEART OF EVERY BAHL & GAYNOR PORTFOLIO ARE DIVIDEND GROWTH STOCKS
Dividend & Portfolio Growth
Bahl & Gaynor focuses on high-quality companies that are market leaders, characterized by strong financials, business stability, and sound management.
These companies are committed to sustaining and growing their dividends, which provides resilience in down markets.
A portfolio centered on dividend growth should generate increasing income each year, regardless of the portfolio’s market value. This approach promotes the value of equity holdings has the potential to rise over time, in conjunction with the underlying firm’s revenue, earnings, and dividend growth.
THE DATA BEHIND OUR TRUSTED & INNOVATIVE ADVISORY SERVICE
$50.0 Billion
$50.0B entrusted to us as of 3/31/24– a testament to the trust our clients place in our guidance.
90 EmployeeOwners
With a focused team of 90, we combine personalized attention with the depth and expertise typically found in larger firms.
800 Loyal Families
33 Platforms
While many competitors are being acquired and pushed to sell additional services, we remain independent, enabling us to focus exclusively on what’s best for our clients.
Our investment products and services on multiple national platforms allows us to reach a wider audience, providing access to their funds, strategies, and services.
25 Investment Managers
Our team of 25 professionals is solely focused on managing your investments, delivering tailored strategies with precision.
ASSETS UNDER MANAGEMENT
Our substantial assets under management reflect the trust and confidence our clients place in our advisory, enabling us to secure exclusive investment opportunities, negotiate favorable terms, and deliver tailored solutions that directly benefit our clients.
Our Employee-Owners
90 Employees
With a focused team of 90, we combine personalized attention with the depth and expertise typically found in larger firms. This allows us to deliver high-quality, personalized services while maintaining the agility to respond quickly to our clients’ needs.
100% Employee-Owned
As an employee-owned firm, our team is deeply invested in your success. This ownership structure cultivates a culture of accountability, dedication, and long-term commitment, striving to keep your interests always aligned with ours.
"Our core values-ownership mindset, intellectual rigor, and client best-interest - drive our relentless pursuit of excellence.”
- Robert S. Groenke, CEO
Your Team of Experts
Robert S. Groenke
Chief Executive Officer
Portfolio Manager & Principal
A. Kelly, CFP®
Senior Wealth Advisor & Principal
Nick Brown, CFP® Principal & Senior Financial Planner
J. Heekin, CFP®, CAP® Managing Director, Wealth Management Group
S.
Christopher
Maura
Your Dedicated Investment Committee
Why Our Investment Committees Matter to You
Risk Management
We identify and mitigate risks, helping to protect the portfolio from unforeseen market conditions while aligning your investment decisions with risk tolerance.
Structured Decision-Making
A clear and structured process for making investment decisions promotes consistency, discipline, and adherence to the investment policy.
Accountability and Oversight
Provides a system of checks and balances, so that decisions are transparent, justified, and aligned with our clients goals, enhancing overall governance and trust.
Strategic Alignment
Investment strategies are in line with the broader objectives and policies of the client providing a cohesive approach that supports long-term goals.
Our Comprehensive Financial Solutions
Bahl & Gaynor offers a comprehensive suite of services tailored to meet the unique needs of each client.
Fee Structure
At Bahl & Gaynor, we believe in a transparent and competitive fee structure that aligns with the value we deliver.
DOING GOOD IS OUR GUIDING PRINCIPLE
At Bahl & Gaynor, we are dedicated to operating with integrity, supporting our employee-owners, and making a positive impact in our communities.
Our commitment to doing good is reflected in our financial contributions, collaborations with nonprofit organizations, and the volunteer efforts of our employee-owners.
Through these initiatives, we strive to create positive, meaningful, and measurable impacts, reinforcing our belief that doing good is fundamental to our success and our communities’ well-being.
Our Preferred Partners
Our preferred partners aim to optimize potential returns, effectively manage risk, and tailor your financial plan to your individual needs.
*tax and estate partner here*
Maximizing Cash Flow with Custom Portfolios
Diversified Growth
Broaden growth with global and alternative investments.
Enhanced Income
Boost income with diversified bonds and high-yield assets.
Core Equity Income Growth
Stable cash flows from quality equities.
Frequently Asked Questions
How Quickly Can I Retire?
We help you determine your retirement timeline by analyzing your current financial situation, savings, and goals. We’ll create a personalized plan to help you retire as soon as possible while prioritizing your financial security.
What Will My Retirement Lifestyle Look Like?
We work with you to project your retirement lifestyle based on your desired activities, travel, and daily living expenses. Our goal is to align your financial plan with the lifestyle you envision.
What About Healthcare Costs in Retirement?
Healthcare is a significant factor in retirement planning, especially if you’re transitioning from employer-provided coverage. We’ll help you plan for self-insured healthcare costs, including premiums, out-of-pocket expenses, and long-term care, ensuring you’re fully prepared.
We Hope to be Your Preferred Wealth Management Advisor
THANK YOU FOR YOUR CONSIDERATION
