Research & Portfolio Management

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634 Buttermilk Pike
Ft Mitchell, KY 41017

Research & Portfolio Management, located in Ft. Mitchell, KY, offers personalized independent research and active portfolio management to assist clients in achieving their wealth accumulation goals. With over 70 years of combined investment experience, their team is dedicated to helping clients grow their investment portfolios while allowing them to focus on what matters most in life.

The firm prides itself on its proven customer service and deep investment knowledge, aiming to make a distinctive difference in wealth management. By emphasizing the importance of independent research, they strive to have a meaningful impact on clients' financial assets.

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