- Anywhere

Formidable Asset Management
Formidable Asset Management, headquartered in Cincinnati, Ohio, is an independent registered investment advisory firm founded in 2013. The firm offers a comprehensive suite of services, including wealth management, financial planning, insurance solutions, and business consulting, catering to individuals, corporations, government entities, and financial intermediaries citeturn0search4turn0search2. With approximately $876 million in assets under management and a team of 14 advisors, Formidable emphasizes a client-centric approach, providing each client with a dedicated portfolio manager and client service associate, supported by a broader team of investment professionals citeturn0search13turn0search0. The firm’s investment philosophy is active and adaptable, focusing on constructing tailored portfolios through rigorous internal research rather than relying on standard models citeturn0search0. Additionally, Formidable serves as an advisor to exchange-traded funds and offers a multi-strategy hedge fund aiming for strong absolute returns uncorrelated to traditional markets citeturn0search0. Their holistic approach addresses various aspects of clients’ financial lives, including trust and estate planning, tax strategies, and business transactions, ensuring comprehensive support throughout different life stages citeturn0search0.