GCF is not an investment manager. The Foundation has established investment agency relationships with the firms listed below, and GCF regularly monitors the investment performance of those institutions.
When a fund is established, GCF gives the donor the opportunity to select which of these advisors will invest the fund assets. The firms and institutions that currently manage assets for GCF are:
- A.G. Edwards & Sons, Inc.
- Bahl & Gaynor, Inc.
- Robert W. Baird & Co., Incorporated
- Bank One Ohio Trust Company, N.A.
- Bartlett & Co.
- The Clarus Group
- Commonwealth Financial Network/Principled Wealth Advisors
- Foster & Motley, Inc.
- Huntington National Bank
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- Index Mutual Funds (Custodian Fifth Third Bank)
- Johnson Investment Counsel, Inc.
- Key Trust Company of Ohio, N.A.
- Legacy Financial Advisors
- Lenox Wealth Management
- Lincoln Financial Advisors/Sagemark Consulting
- MCF Advisors LLC
- Merrill Lynch
- National City Bank
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- North Side Bank and Trust Company
- PNC Bank, N.A.
- Park National Bank
- Ritter Daniher Financial Advisory, LLC.
- RiverPoint Capital Management Investment Advisors
- Truepoint Capital
- UBS Financial Services, Inc.
- U.S. Bank, N.A.
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For more information about the investment fees related to these firms' services, please see Service and Investment Fees.
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