PROTECTING
WEALTH.

GROWING
INCOME.

Our Purpose

Bahl & Gaynor exists for one purpose: to help clients unlock the power of financial freedom to live life on their terms and shape a better tomorrow.

Through our mission of growing income through dividends, Bahl & Gaynor endeavors to protect and grow our clients’ hard-earned wealth and help fulfill their life goals.

$31.1B*

under management/
advisement as of 6/30/19

100%

employee owned

29yrs

expertise investing in high
quality dividend growth stocks



* Bahl & Gaynor assets under management were $12.8B and SMA platform assets under advisement were $18.3B as of 6/30/19. Source: Bahl & Gaynor

Our Firm

Founded in 1990, Bahl & Gaynor Investment Counsel is a 100% employee-owned, independent registered investment advisor located in Cincinnati, Ohio.

Our two founding principals, Bill Bahl and Vere Gaynor formed Bahl & Gaynor with the vision of creating a client-focused investment firm fully committed to dividend growth investing.

Over the past 29 years, the firm has added more than 49 employees and manages or advises approximately $31.1 billion for high net worth and institutional clients nationwide.

Client Value

We work with clients to build a growing stream of income to help achieve both present and future objectives. Our team is structured to meet and exceed client expectations through unparalleled investment expertise and the personal attention each investment professional uniquely delivers.

PERSONAL
TOUCH.

COLLECTIVE
EXPERTISE.

We are a unified team of experts with a singular commitment to work hand-in-hand with clients and advisors to understand their complete needs and consistently deliver exceptional service.

Investment Philosophy:

Proven & Enduring

We are committed to long-term ownership of dividend-paying stocks that deliver a growing stream of income and provide clients with tangible benefits in unpredictable markets.

Our People:

Dividend Experts

Our hand-selected team of experts have built their careers on the merits of dividend-growth investing. We maintain this commitment individually and collectively as stewards of Bahl & Gaynor’s investment philosophy.

Client Process:

Holistic Approach

Each client receives the benefit of a dedicated portfolio manager but is also advantaged by the collective expertise of our team.

Independence:

In It Together

Our firm’s independence and ownership structure afford us the ability to focus solely on the best interests of our clients. We succeed only when our clients succeed.

Singularly
Committed
& Aligned

Our Culture

Bill Bahl and Vere Gaynor co-founded Bahl & Gaynor with the vision of creating a client-focused investment firm fully committed to dividends. More than twenty years later, that same vision lives on and is instilled in each member of our team.

Bahl & Gaynor’s values are more than just words on a page. They are embodied by each employee and guide our actions and value to our stakeholders.

Bahl & Gaynor Values

Optimistic

Conviction in the long-term benefit of equity ownership

Confident

Secure in our expertise

Principled

Act with integrity, always

Determined

Unwavering dedication to our investment approach

Our History

Bahl & Gaynor, Inc. was formed as a Registered Investment Advisor in Cincinnati, Ohio, on July 2, 1990, by the two senior principals, Bill Bahl and Vere Gaynor.

ONE VISION,

SINCE DAY
ONE.

Bill was the Chief Investment Officer for The Northern Trust Company. Vere was the Managing Director for the Cincinnati office of Scudder, Stevens & Clark. Both gentlemen were industry veterans who desired to work together in an environment focused solely on the client.

They formed Bahl & Gaynor Investment Counsel with the intent of offering a well-defined investment philosophy emphasizing the long-term advantages of owning stocks that pay increasing dividends.