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Thomas I
Series 65
Cincinnati, OH
Isgrig Capital Asset Management, LLC
Thomas Isgrig is the sole advisor at Isgrig Capital Asset Management, LLC in Cincinnati, OH, holding a Series 65 designation with 20 years of industry experience. He has led his independent advisory firm since 2005. Isgrig Capital Asset Management serves individual and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm provides modular financial planning, qualified plan consulting, and third-party investment adviser recommendations, typically outsourcing portfolio management while focusing on broadly diversified, tax-efficient indexed ETFs and mutual funds.
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