On Investment Management Co
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Overview
On Investment Management Co is a financial advisory company headquartered in Cincinnati, Ohio. On Investment Management Co administers $2.1 billion in assets across 12,239 customer accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). On Investment Management Co has a large group, including 256 financial advisors. On Investment Management Co does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as stocks, options and bonds.
On Investment Management Co oversees some of its client assets in a discretionary manner. Discretionary management means that transaction choices are made by an investment advisor without requiring client consent. The company also administers 10,067 non-discretionary accounts totaling $1.6 billion in assets under management. The investment advisory firm supervises an average of $169,824 in assets for every account. The average financial advisor at On Investment Management Co manages about 48 client accounts, making it about average in terms of personalization.
The company's central office is located at One Financial Way, Cincinnati, Ohio 45242. The company is permitted to serve clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
On Investment Management Co by the Numbers
$2.1 billion
256
12,239
$169.8 thousand
Products and Services
On Investment Management Co provides multiple services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. In the last financial year, On Investment Management Co provided 251-500 of its accounts with financial planning services. The firm is not engaged in selling products or offering services aside from investment advisory services to its investment advisory customers. On Investment Management Co is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually vary depending on which service is offered. Fees billed by On Investment Management Co most likely are comprised of the following fee types: asset-based, hourly or fixed. On Investment Management Co participates in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm does business with a number of different clients. The company works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 12,239 customers, On Investment Management Co's largest client group is retail investors, but it also manages money for 364 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 4.48%
- Other Individuals - 93.19%
- Corporations - 2.17%
- Charitable Organizations - 0.16%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
On Investment Management Co does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at On Investment Management Co
Southampton, PA
Tustin, CA
Mackinaw, IL
Rushville, IL
Weirton, WV
Englewood, CO
Chesterfield, MO
Charlestown, MA
Cedar Rapids, IA
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