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Fund Evaluation Group, LLC

Employees in region:
Financial Services & Insurance
HQ location:
Cincinnati, OH

Top Workplace
’13, ’14

About Fund Evaluation Group, LLC

Established in 1988, FEG is an independent, privately owned, investment advisory firm. Services range from traditional investment consulting, in which FEG consultants advise on investment portfolio decisions that our clients then implement, to full portfolio management, in which FEG serves as a Chief Investment Officer, managing portfolios for our clients within parameters they set. Services are provided to a wide range of clients nationally, primarily nonprofit institutions such as universities, healthcare providers, and community foundations.

Our other clients include financial intermediaries, retirement plans, and independently wealthy individuals. FEG?s in-house, dedicated and experienced research team provides clients with objective advice, extensive investment research, and educational support. At the corporate and individual level, FEG is committed to the greater Cincinnati community. Our active involvement is a natural outgrowth of our work with nonprofits and support of our clients? fulfillment of their own missions.

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What employees say

“I am doing work that makes a difference in the company and is important because my work eventually is shown to clients.”
“Focus and drive, good solid people, good values.”
“The people are fantastic, and even though we have grown, it still feels like the small company when I started 15 years ago. A tight knit group!”
“He is a good coach and provides ongoing feedback in a positive and meaningful way. ”
“We put the clients first.”
Where to find Fund Evaluation Group, LLC