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Formidable Asset Management
221 East 4th Street, Cincinnati, Ohio, United States
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About the Formidable Asset Management
Formidable Asset Management, located at 221 East 4th Street in Cincinnati, Ohio, is a finance institution dedicated to the success of its clients. With a focus on providing personalized service, each client is paired with a dedicated portfolio manager and client service associate. In addition to this individualized attention, clients benefit from the expertise of an investment committee, research function, operations staff, client education resources, and expert network.
The institution takes an active approach to asset management, believing that proper risk management requires a hands-on investment strategy. Their multidisciplinary approach goes beyond just constructing investment portfolios to help clients develop comprehensive financial plans that address trust and estate issues, tax strategy, insurance planning, and business transactions.
With over 100 years of collective experience, the team at Formidable Asset Management has successfully navigated multiple market cycles, using a disciplined process to build client portfolios based on their own rigorous analysis rather than relying on Wall Street research or cookie cutter models. Their hedge fund employs a multi-strategy approach aimed at delivering strong absolute returns.
At every stage of life, from young professionals to retirees, Formidable Asset Management provides tailored investment and financial growth strategies to help clients achieve their goals. The institution believes that serving the client first is paramount, and their independent platform allows them to prioritize the unique needs of each individual.
Whether you're just starting to invest or planning for retirement, the team at Formidable Asset Management is ready to help you reach your financial goals. Contact them today to get started on a personalized financial plan.
221 E 4th St Suite 2700, Cincinnati, OH 45202, United States
Opening hours of Formidable Asset Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
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