Glenn Downs

Financial Advisor

CFS®

With over 30 years of financial sector experience, Glenn Downs is an advisor in our Cincinnati office and father of five children.

Latest Insights


The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

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How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

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Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?

Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.

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