Johnson Institutional Management - Cincinnati, Ohio

Johnson Institutional Management: A Detailed Overview

For individuals and institutions seeking investment services, Johnson Institutional Management presents itself as a firm dedicated to providing tailored financial solutions. Located at 3777 W Fork Rd, Cincinnati, OH 45247, United States, and reachable at 5133892770, Johnson Institutional Management operates with a commitment to client-centric strategies. Their website, johnsonasset.com, offers a more detailed insight into their offerings and approach.

Company Background and Specialties

Johnson Institutional Management specializes in providing comprehensive investment management services. While specific details regarding their history are limited publicly, the firm’s focus appears to be on serving institutional clients, suggesting a deep understanding of complex financial needs and regulatory landscapes. They are primarily focused on managing assets for organizations, rather than individual retail investors. This specialization necessitates a robust framework for risk management, compliance, and portfolio construction – areas where they presumably demonstrate expertise.

Location and Accessibility

The company’s physical address at 3777 W Fork Rd, Cincinnati, OH 45247, signifies a presence within the Midwestern United States. It’s worth noting that the facility offers wheelchair-accessible car parks and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity and ensuring accessibility for all clients and visitors. This accessibility feature is a positive attribute that should be considered when evaluating the firm.

Key Features and Services

Although a detailed breakdown of their specific services requires further investigation, based on their designation as an “investment service” firm, it’s reasonable to assume they provide the following:

• Portfolio Management: Constructing and managing investment portfolios aligned with client objectives and risk tolerance.
• Asset Allocation: Determining the optimal mix of asset classes (stocks, bonds, real estate, etc.) to achieve desired returns.
• Investment Research: Conducting thorough research on potential investments to identify opportunities and assess risks.
• Financial Planning: Potentially offering broader financial planning services alongside investment management.
• Reporting and Transparency: Providing clients with regular performance reports and clear communication about their investments.

It’s crucial for potential clients to request a detailed prospectus or service agreement to fully understand the scope of services offered and any associated fees.

Client Reviews and Reputation

Currently, Johnson Institutional Management has 0 reviews on Google My Business, reflecting a notable lack of publicly available feedback. The average opinion is 0/5, indicating a significant gap in user reviews. This absence of feedback presents a challenge for prospective clients, as it makes it difficult to gauge client satisfaction and the firm’s overall performance from an external perspective. The lack of reviews should be considered a potential area of concern, prompting further due diligence.

Recommendations for Potential Clients

For individuals or institutions considering Johnson Institutional Management, several recommendations are warranted:

• Conduct Thorough Due Diligence: Given the lack of publicly available reviews, it’s imperative to perform in-depth due diligence. This should include researching the firm’s leadership team, regulatory history, and investment philosophy.
• Request a Detailed Fee Schedule: Obtain a comprehensive breakdown of all fees associated with their services, including management fees, performance fees, and any other expenses.
• Understand the Investment Strategy: Gain a clear understanding of their investment strategy and how it aligns with your objectives and risk tolerance.
• Seek Independent Verification: Consider seeking an independent review of the firm’s operations and investment practices.
• Assess Regulatory Compliance: Verify that the firm is properly registered with relevant regulatory bodies, such as the SEC or state securities regulators.

Communication is key. Establishing open and transparent communication channels with the firm's representatives is also highly recommended.

Contact Information Summary

In conclusion, Johnson Institutional Management presents itself as a specialized investment firm catering primarily to institutional clients. However, the absence of client reviews warrants a cautious approach and necessitates thorough investigation before entrusting them with significant assets. The accessibility features are a positive attribute, but the overall lack of public feedback should not be overlooked.