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

Wealth Management

Insights

     
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.

Quantitative Review of U.S. Small Caps - January 2017
Monday, February 13, 2017


U.S. Microcaps Outperform in 2016 Posting a Not-So-Micro Return
Thursday, January 26, 2017


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MEET OUR TEAM

Matt Mautino
  Matt Mautino
Operations Support

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Len A. Haussler, CFA, CPA
  Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager

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B. Rapking - Operations Associate
  Brad J. Rapking
Equity Trader

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

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Debra Gordon
  Debra Gordon
Client Relations

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David W. Wagner III
  David W. Wagner III
Research Analyst


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Nathan M. Bailey
  Nathan M. Bailey
Associate Wealth Advisor

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John A. Ferguson, CFA
  John A. Ferguson, CFA
Principal
and Portfolio Manager

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Nathan A. Bishop, CFA
  Nathan A. Bishop, CFA
Principal
and Portfolio Manager

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Michael R. Knapke
  Michael R. Knapke
Manager - Marketing and 
Client Relations

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Joseph P. Condren, CFA
  Joseph P. Condren, CFA
Principal, COO and CCO

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Adam T. Eagleston, CFA
  Adam T. Eagleston, CFA
Principal
and Portfolio Manager

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Robert J. Kuhnhein
  Robert J. Kuhnhein, CFA
Research Analyst

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  Nathanael A. Stewart, CFA
Associate Portfolio Manager
and Research Analyst

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  Jakki L. Haussler, Esq., CPA
Founder and CEO

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  CONTACT INFO

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

        
         
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