Named after Joseph Palmer, father of our company’s founders, The Joseph Group was established with a simple but powerful mission: deliver great service to our clients and do it with excellence, integrity and enthusiasm.

Our Clients

Our sole purpose is to help clients achieve their financial goals. Our clients include:

• Individuals and Families
• Professionals (physicians, attorneys, etc.)
• Employers (professional corporations, manufacturing companies, wholesalers, government service providers, etc.)
• Trusts

The majority of our clients are located in Ohio, but we serve clients in fourteen other states as well.

Portfolios Managed

We provide discretionary investment management and related investment advisory services. Given the high level of service we provide our clients, we request minimum assets of $1,000,000. A sampling of client portfolios includes:

• $30 million 401k plan (administrative services firm)
• $2.6 million IRA Rollover (physician)
• $2.5 million brokerage account (business owner and spouse)
• $3.0 million trust (real estate professional)
• $2.0 million brokerage account (retired individual)
• $14 million charitable trust
• $1.1 million trust (retired business owner)
• $550,000 self-directed retirement plan (attorney)
• $3.0 million 401k plan (manufacturer)
• $3.0 million brokerage account (physician and spouse)
• $850,000 trust (real estate investor)
• $4.0 million 401k plan (auto dealer)

Registration

The Joseph Group, Inc. is an investment advisory firm registered with the Securities and Exchange Commission and the Ohio Division of Securities. The firm commenced business in January 1999.