513-977-4400 Contact Us Managers Sign In


At FEG, skill and integrity are the values driving our strengths. We have over 29 years of experience advising institutions, and a well-established track record with our managed portfolios. Our stability, portfolio construction capabilities, depth of research, and custom solutions set us apart from many of our competitors.


As a 100-percent employee-owned firm, FEG is structured as a broad equity ownership to endure for the long term. We are able to attract and retain experienced investment professionals; the average industry experience of one of our professionals is approximately 15 years.


While many rival firms offer portfolio construction, we stay ahead of the curve. Our approach to asset allocation, built on Harry Markowitz’s Modern Portfolio Theory (MPT), but addressing some of its shortcomings in handling risk. By understanding and diversifying the sources of risk, we believe investors can better reduce portfolio risks, such as insufficient liquidity and excess leverage or debt.


Our team of highly credentialed, experienced and tenured analysts incorporates a wide range of strategies. We are especially proud of our ability to select managers, and our strength in evaluating hedge funds and private capital investments.


FEG utilizes a multi-faceted approach to building custom solutions that help our clients meet their investment objectives. Our service model incorporates both discretionary and non-discretionary solutions, as well as a combination of both. FEG's custom solutions focus on each client's unique needs and goals.