8044 Montgomery Road, Suite 450
Cincinnati, OH 45236
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Investment Planning

As our firm’s core philosophy states, each person on this planet is unique – we believe their portfolios should be as well.

Three Corners Capital combines the same financial research that a “traditional” investor would seek; however, we add additional screening criteria based on the impact our clients desire to make. We foucs our efforts on two additional elements:

  1. Portfolio selection & guideies which includes integration of positive ESG (environmental, social and governance) performance and screening out negative issues as applicable.
  2. Impact investing – which has two deliverables:
    • Targeted outcomes
    • Active ownership – which is the advocacy efforts of proxy voting, shareholder resolutions and leadership engagement. For example, we only vote yes on proxies for board changes when adding women or there are already women on the board.

Since the goals of each client are different, no portfolio is exactly alike.

Three Corners Capital can evaluate an existing portfolio or implement a new strategy. Click below for a

Three Corners Capital can help you:

  1. Identify your goals
  2. Define your options
  3. Develop & Implement your strategic financial plan
  4. Oversee the implementation 
  5. Reveiw your financial plan anually

Contact us to learn more.