Head of Sales & Marketing

William Goslee
William Goslee
Head of Sales & Marketing

Institutional Contacts

Matt Finke
Matt Finke
Institutional Client Development
Taylor R. McNamara
Taylor McNamara
Institutional Client Development

Advisor Contacts

Matthew J. Boyko
Matthew Boyko
Internal Sales Associate
Anthony M. Oulahan
Anthony Oulahan
Internal
Wholesaler

FIRM OVERVIEW

At Fund Evaluation Group, LLC (FEG), we collaborate with our clients to help them fulfill their mission and achieve their investment goals. FEG is an independent, employee-owned, full-service investment advisory firm with a more than 28-year history of stability and growth. We offer in-depth education on current investment strategies and trends, based on sound research principles.

FEG AT A GLANCE

  • Investment advisory services for institutions and financial advisors
  • Over 28 years of professional investment experience
  • Internal research engine powered by tenured investment professionals
  • Approximately $50 billion in assets under advisement1
  • Independent and 100 percent employee-owned
  • 121 employees with offices in Cincinnati (HQ), Detroit, and Indianapolis2

1 As of December 31, 2015. Assets under Advisement (AUA) include the assets of FEG and its affiliated entities. Some asset values may not be readily available at the most recent quarter end; therefore, the previous quarter's values were used for this calculation. The values may be higher or lower, depending on the current market conditions. These accounts are typically non-discretionary only. AUA includes both discretionary assets, over which FEG has full trading authority, and non-discretionary assets which we advise and make recommendations on, but may not have authority to execute or facilitate trades on behalf of the client. AUA includes approximately $46 billion in non-discretionary assets. Assets under Management (AUM) includes approximately $2.7 billion under discretion and approximately $854 million under discretion in FEG affiliates.

2 As of December 31, 2015

© 2016 Fund Evaluation Group, LLC
Ph: 513-977-4400 | information@feg.com

Material is accurate as of this label date and no obligation nor intention to make updates or corrections exists.

Page Last Updated: 04/04/2016