On Investment Management Co
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Overview
On Investment Management Co is located at One Financial Way, Cincinnati, OH. The firm employs 206 financial advisors to manage client portfolios and provide financial guidance. On Investment Management Co is a registered broker-dealer.
On Investment Management Co oversees $2.2 billion in assets under management across 15,930 accounts, of which 2,114 are discretionary and 13,816 are non-discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees. The firm has 439 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and an insurance company or agency.
On Investment Management Co is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
On Investment Management Co by the Numbers
$2.2 billion
206
15,930
$137.8 thousand
Products and Services
On Investment Management Co offers multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. In the prior financial year, On Investment Management Co provided 251-500 of its customers with financial planning services. The Company is not engaged in selling products or offering services other than investment advisory services to its investment advisory customers.
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 for financial advice usually are based on which services the firm provides the client. Fees billed by On Investment Management Co likely consist of any combination of the following fee types: asset-based, hourly, or fixed. The firm participates in a wrap fee program, in which the firm offers a service bundle for a single 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 works 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 5 clients, On Investment Management Co's biggest client type by number of accounts is retail investors, although it also manages money for 439 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 at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 5.05%
- Other Individuals - 92.18%
- Corporations - 2.59%
- Charitable Organizations - 0.17%
* 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
Madison, WI
Chicago, IL
Lees Summit, MO
Appleton, WI
Lees Summit, MO
Ayer, MA
Fort Collins, CO
Chesterfield, MO
Blountville, TN
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