Protecting wealth.
Growing income.
We are a private, independent Registered Investment Advisor based in Cincinnati serving both families and institutions.
Since the Firm was founded in 1990, we have operated with a focused investment philosophy based upon long-term ownership of carefully selected, high-quality, dividend-growth equities.
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100%
employee-owned
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60+
employees strong
Community participation
We are proud of our involvement in the community. Bahl & Gaynor supports dozens of non-profit organizations and many of the charities to which our team members devote their time and resources. Find some of them HERE.
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One vision, Since day one
Our history
Bill Bahl and Vere Gaynor saw firsthand, the shortcomings inherent in working at large, structured money management firms. In 1990 they left executive positions to join forces, strong in the belief that by owning stocks of superior companies which grew sales, earnings, and dividends, they would better serve clients. What began as a five-person office managing assets of a handful of individuals quickly expanded, though there were trials along the way...
Bahl & Gaynor milestones
Worldwide milestones
Bahl & Gaynor milestones
Worldwide milestones
Bahl & Gaynor milestones
Worldwide milestones
1990-1999 Humble Beginnings
Precisely one month after Bahl & Gaynor began business, Saddam Hussein invaded neighboring Kuwait. The market plunged. In the years that followed, the firm’s income growth investment philosophy faced shrinking bond income and dividends fell out of favor.
Still, within one year, assets under management at B&G more than doubled. A Cincinnati Business Record article (June 30th, 1991) already called Bahl & Gaynor “one of the largest money management firms in Greater Cincinnati.” The founders credited their growth to attracting back to Cincinnati, local money that had been managed by larger firms outside the area.
Bahl & Gaynor also began handling accounts for endowments and foundations. Vere noted that B&G’s philosophy was especially attractive to organizations needing a growing stream of income.
Yet Bill claimed “Bahl and Gaynor doesn’t aspire to be one of the largest investment firms in the city.” He told reporter Steve Watkins the firm wants to limit its assets under management at some point below $1 billion.
That point was lost, and the billion-dollar limit surpassed in 1996. By the end of the decade, Bill and Vere’s original team of 5 became a staff of 17. Assets under management equaled more than $2.3 billion.1 The firm’s footing appeared sure.
“You will never go broke if you don’t spend all your income.”
1 Bahl & Gaynor identifies assets under management (AUM) as assets over which the firm has discretion (including high net worth and institutional accounts and certain platform assets). Assets under advisement (AUA) include model-only platform assets over which the firm does not have discretion.
We allow individuals, institutions and advisors to focus on their core responsibilities and desires by responsibly managing and advising their assets.