Our Approach
Since 1990, Bahl & Gaynor has pursued a unified fundamental investment philosophy predicated on long-term ownership of high-quality businesses that we believe are uniquely capable of compounding capital and dividends at attractive growth rates.

Our Process

Our Strategies
Income Growth
Seeking attractive current and growing income with downside risk protection and strong risk-adjusted returns.
Strategy Profile
Dividend Growth ESG
Combining our dividend- growth philosophy with ESG integration.
Strategy Profile
smig® – Small/Mid Cap Income Growth
Applying our core income growth philosophy to small and midcap companies.
Strategy Profile
Small Cap Quality Growth
Seeking attractive risk- adjusted return opportunities in small dividend-paying companies.
Strategy Profile
Schedule a Meeting
Subscribe to our newsletter to get to know us, or connect directly with one of our experienced advisors below to learn how our capabilities can help you achieve your goals.
Our Team
Our intense depth of knowledge regarding equity income growth and downside protection as drivers of risk-adjusted return sets us apart in our industry.

Institutional Advisory Services
INDEPENDENT. EXPERIENCED. UNIQUE.
We have extensive experience working with a variety of institutional clients including: foundations, endowments, religious institutions, public funds, pension, profit sharing and other ERISA plans. We consider ourselves a partner in our clients’ missions and are proud to have served many of our institutional clients since our 1990 inception.

Cash Flow-Focused Approach

Integrated Financial Modeling

Your Mission is Our Mission
Latest Insights

You need a financial plan unique to you.
We do more than manage your assets. Find out what more we can do for…
Learn More
Fifth/Third Earnings Report Displays Stability
Cincinnati’s largest locally owned bank reports first quarter earnings that beat...
Learn More
Sustainability Isn’t Just About the Environment
Since the term “ESG” was first coined by the U.N. in the mid-2000’s...
Learn More