WHO WE ARE
An independent wealth manager, advising and assisting our clients in pursuit of their financial goals.
OUR PRACTICE
Providing fee-based financial planning, portfolio management, and financial advice.
LOCATED IN
Greater Cincinnati, and serving clients nationwide.
Seven Hills Capital Advisors is an independent, Ohio Registered Investment Advisor providing wealth management to individuals, families, trusts and foundations. Our firm specializes in bespoke portfolio management: each client’s invested assets are customized and managed to their own specific objectives, goals, risk tolerances and time horizon.
In support of the investment process, we provide retirement and financial planning: this helps define the specific portfolio management approach needed to achieve investment objectives.
We offer a relaxed, professional atmosphere, a collaborative approach, and competitive pricing for our services.
Portfolio ManagementInvestment AdviceRetirement & Financial PlanningFINANCIAL PLANNING
Through our RIA, we provide financial planning: a roadmap toward meeting our clients objectives. These typically include retirement, higher education, risk management, and estate and legacy planning.
INVESTMENT ADVICE & MANAGEMENT
We also provide investment advice and management of our clients portfolios using individual stocks, mutual funds, exchange traded funds, closed-end funds, limited partnerships, private equity, and debt offering.
RETIREMENT PLANS
for sole proprietors and self-employed individuals.