Andrew Schmitt
Vice President, Investments

4755 Lake Forest Dr
Suite 200
Cincinnati, OH 45242
Phone: 513-762-5150
Fax: 513-762-5057
Toll-Free: 866-266-3302
Direct: 513-786-7843
Contact Us

Map & Directions

Conscientious Investing

For those investors who are seeking investments that adhere to their pro-life convictions, we can develop retirement, legacy and estate plans, together with appropriate investment strategies that satisfy those convictions without compromising safety or performance.

We have the ability to screen both mutual funds and individual companies to exclude from your portfolio those companies involved in activities that violate your pro-life convictions or are otherwise at odds with your moral commitments.

We can also help you conduct a thorough audit of your current holdings to make certain they adhere to your values. Please click here to request an audit and type “INVESTMENT AUDIT” in the comments box. We will contact you for details about your objectives and investments and arrange a date we can discuss your results.

Invest in Your Beliefs

We can help you invest for retirement and build wealth without sacrificing deeply held values – you do not need to sacrifice your principles or investment performance. Call us today at (513) 786-7843 to schedule an appointment or for more information.

The Raymond James Mission Statement

The Raymond James 2009 Annual Report