Bahl & Gaynor has extensive experience working with a variety of institutional clients including: foundations, endowments, religious institutions, public funds, pension, profit sharing and other ERISA plans. We consider ourselves a partner in our clients’ missions and are proud to have served many of our institutional clients since our 1990 inception.

For our institutional investors and consultants, Bahl & Gaynor’s independence, experienced investment professionals, and unique dividend-focused equity approach differentiate us from our peers.


Our Independence

allows us to attract and retain talented, experienced investment professionals. Our firm is wholly-owned by our investment professionals and our retention is stellar – no investment professional has ever left the firm for another career opportunity.

Our Experienced Investment Professionals

put client interests first. Our portfolio management team averages 28 years of industry experience. We strive to provide quality service and an investment experience that will exceed your expectations.

Our Unique, Dividend-focused Equity Approach

produces a high-quality portfolio that provides a competitive and growing dividend income stream. Relative to many peers, our portfolios exhibit a low standard deviation of return and favorable downside capture attributes with the objective of competitive returns over a full market cycle.

To review Bahl & Gaynor’s managed strategy options for institutional clients, please follow any of the links below: