Mission
Our mission is to serve as fiduciaries to our clients, providing portfolio management, financial planning and to safeguard investment assets. We follow a standard of trust to always act in the best interest of the client.
We deliver on that promise. Cincinnati Portfolio Advisors is a fiscally conservative firm built on traditional values seeking long-term growth for the benefit of our clients.
Our growth depends entirely on the performance we deliver. As a fee-only adviser, the business doesn't prosper unless our clients do. It is an honor and and a privilege to serve as fiduciary. We manage money and do not take that responsibility lightly. It is a personal matter and we value each relationship.
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Approach
Our investment approach is one of strategic diversification. Investments assets are allocated among types of securities and across sectors of the U.S and global economy. Every portfolio we manage is built with a firm foundation.
We offer a second opinion evaluation of a portfolio managed elsewhere at no charge. Most often, we can save our clients money just in fees alone. We do not receive commissions or 12b-1 trailing fees as brokerages do.
We take our clients financial position into consideration as well as tolerance for risk. As CPA financial planners, we always consider the overall tax and economic consequence of a recommendation.
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Member AICPA Personal Financial Planning group
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