Formidable Asset Management is a Cincinnati-based financial firm that offers sophisticated investment and financial growth strategies tailored to individual clients. With a dedicated team of portfolio managers and client service associates, supported by an investment committee, research function, and expert network, they provide active and multidisciplinary services that go beyond portfolio construction to address trust and estate issues, tax strategy, insurance planning, and business transactions.
Their approach to asset management is active and adaptable, employing a disciplined process to build client portfolios based on their own rigorous analysis. With over 100 years of collective experience, their team combines time-tested discipline with evolving tools to help clients achieve their financial goals at every life stage. Additionally, their hedge fund employs a multi-strategy approach to seek strong absolute returns, exploiting market inefficiencies and aiming to deliver uncorrelated returns to broad equity and fixed income markets.
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