Cincinnati, OH Office

RiskBridge serves institutional clients through an OCIO platform—including nonprofit organizations, foundations, corporations, family offices, and insurance companies—and provides private wealth management to high‑net‑worth individuals and families. Its service offerings include discretionary and non‑discretionary investment management, sub‑advisory and model solutions (including Managed Volatility Portfolio models), comprehensive financial planning, and family office services.

The firm describes a risk‑first, factor‑based investment approach that establishes portfolio volatility targets as the primary risk budget and uses a two‑level risk management framework combining strategic and tactical adjustments, proprietary capital‑markets research, and manager due diligence. RiskBridge implements portfolios on an open‑architecture basis across ETFs, mutual funds, sub‑advisers, and private investments, and its filing shows $898,316,004 in regulatory AUM alongside approximately $64.7 billion in assets under advisement where it makes recommendations but generally does not execute trades.

Noteworthy aspects of the brochure include the large scale of advisory‑only relationships relative to regulatory AUM, the distribution of the firm’s MVP volatility‑targeting models to TAMPs and model platforms, and family office offerings that extend to bill‑pay and lifestyle coordination. The brochure also discloses that the firm generally does not vote proxies for client securities, operates without compensatory relationships with product providers, and has no broker‑dealer affiliation.