Kathy Wayner

Cincinnati Asset Management, Inc. (CAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 1989, CAM provides investment management service to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, insurance companies, and mutual funds.

Bowling Portfolio Management, Inc. (Bowling) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1982 and is a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX), an independent asset and wealth management company in Canada. Bowling provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations and corporations. Their Large-Cap Equity portfolio is the firm’s flagship strategy with a composite that receives a performance examination dating back to 1988.

The Union Central Life Insurance Co. provides insurance services. Its products include individual life and disability insurance, annuities, investment products, and group retirement. The company was founded by Dr. John Pascal Paoli Peck in 1867 and is headquartered at Cincinnati, OH.

Bowling Portfolio Management, Inc. (Bowling) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1982 and is a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX), an independent asset and wealth management company in Canada. Bowling provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations and corporations. Their Large-Cap Equity portfolio is the firm’s flagship strategy with a composite that receives a performance examination dating back to 1988.