FUND EVALUATION GROUP, LLC
CINCINNATI, OH

Fund Evaluation Group (FEG) stands as an independent, employee-led investment advisory firm boasting nearly thirty years of expertise in helping clients navigate their financial goals. With roots planted in Cincinnati, Ohio, FEG excels in fostering meaningful partnerships with its customers to achieve mission-driven outcomes through personalized investment solutions. This full-service advisory firm prides itself on keeping clients well-informed about the latest investment strategies and market trends. Through meticulous research, FEG provides valuable insights that empower investors to thrive even amidst challenging economic climates. As a Florida-based corporation, specifically registered as FORL in Broward County, FEG also maintains its primary mailing address at 201 E. Fifth Street, Suite 1600, Cincinnati, OH, 45202. The firm operates under the Firm Identifier (FEI) Number: 010694771 and bears the filing number M10000001536. Rebecca S Wood, Bruce A Benjamin, and Michael C Stonecipher lead the organization as key managers, guiding FEG with their vast experience in the finance sector. Clients can connect with them via phone at (513) 977-4400 or (513) 977-4430, or visit fundevaluationgroup.com for more comprehensive information. Keeping transparency in spotlight, FEG's latest annual report was filed on April 24, 2024.