Powell Investment Advisors is an investment advisory firm that provides wealth management and financial planning services to individuals, families, and institutions. Founded in 2007 and headquartered in Cincinnati, Ohio, the firm takes a goals-based approach to investing and aims to help clients achieve their financial objectives through customized portfolio management.
With over 15 years of experience, Powell Investment Advisors has established itself as a trusted partner for investors in the Greater Cincinnati region and beyond. The firm takes a holistic view of its clients’ financial situations and develops tailored solutions to address their unique needs and aspirations. Investment advisors at Powell leverage their expertise across a range of asset classes and portfolio strategies to deliver optimized risk-adjusted returns.
At its core, Powell Investment Advisors emphasizes open communication, transparency and a fiduciary duty to put client interests first. The firm’s investment philosophy also incorporates environmental, social and governance (ESG) factors as part of a commitment to values-based investing. Powell offers both discretionary and non-discretionary services ranging from retirement and education planning to legacy and philanthropic planning.
Comprehensive financial planning approach
Powell Investment Advisors takes a goals-based approach to financial planning that goes beyond pure investment management. The firm starts by gaining an in-depth understanding of each client’s unique situation across six key areas: family, financial, career, health, legacy and community. This process enables advisors to develop holistic plans tailored to each client’s priorities, risk tolerance and stage of life. Core services include retirement planning, education planning, insurance planning, tax planning, estate planning, business planning and more. The firm’s advisors continuously monitor clients’ evolving needs and adapt plans accordingly.
Customized portfolio management expertise
At the center of Powell Investment Advisors’ offerings is professional portfolio management expertise. Advisors construct customized portfolios optimized to each client’s timeframe, income needs, tax considerations, risk appetite and other constraints. Portfolios typically include a globally diversified mix of stocks, bonds, alternatives and cash designed to maximize returns for a given level of risk. The firm focuses on managing costs, diversifying effectively, rebalancing regularly and tax-managing investments in line with clients’ dynamic requirements. Powell advisors actively monitor portfolio performance and market conditions to identify opportunities to reposition holdings when appropriate.
Focus on holistic client relationships
Unlike some firms that take an impersonal or transactional approach, Powell Investment Advisors emphasizes building open and lasting client relationships. Advisors make themselves consistently available to address client questions, concerns and evolving needs. The firm provides quarterly performance reports, annual reviews and ongoing education to keep clients informed and engaged. Powell aims to serve as a trusted partner and sounding board on all aspects of its clients’ financial lives, not just portfolio returns. This holistic focus enables the firm to provide maximum value to clients over the long term.
In summary, Powell Investment Advisors delivers customized investment management, financial planning and client service with a holistic, goals-based approach. Their expertise across planning, investing and relationship management provides value to clients seeking a true financial advisory partner.