About the Portfolio Management & Investment Advice in Ohio Market Research Report
What’s Included in the Portfolio Management & Investment Advice in Ohio Market Research Report
Definition of the Portfolio Management & Investment Advice in Ohio?
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.
What’s included in the Portfolio Management & Investment Advice in Ohio?
The Portfolio Management & Investment Advice in Ohio includes large cap equity asset management, fixed-income asset management, equity specialties asset management, alternatives asset management, fee-based financial investment advice services and financial planning services. Related terms covered in the Portfolio Management & Investment Advice in Ohio industry report includes the assets (e.g. equities, fixed income, real estate and alternative assets) managed on behalf of clients, an investment fund, usually only open to customers that meet specific wealth characteristics, that undertakes a range of investment and trading activities, an investment fund traded on stock exchanges that holds assets (e.g. stocks, commodities or bonds) and trades close to its net asset value over the course of the trading day, a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index and a financial strategy in which an investor or a fund manager invests in accordance with a pre-determined strategy that doesn't entail any forecasting.
Industry Performance of the Portfolio Management & Investment Advice industry in Ohio
Benchmark the Portfolio Management & Investment Advice in Ohio industry performance with all OH county and national performance.
Portfolio Management & Investment Advice in Ohio
#12 in Highest Revenue 1.6% of state's GDPRevenue (2025)
Annual Growth (2020-25)
Annual Growth (2025-30)
Portfolio Management & Investment Advice in the US
Revenue (2025)
Annual Growth (2020-25)
Annual Growth (2025-30)
For the full list of industry drivers, see report purchase options.
Key Drivers of the Portfolio Management & Investment Advice industry in Ohio
See how key industry drivers, such as population, new business formation, per capita disposable income, s&p 500, yield on 10-year treasury note and per capita disposable income are impacting Portfolio Management & Investment Advice in Ohio
Ohio Economic Indicators
Population
New Business Formation
Per Capita Disposable Income
View more economic information in OH State Economic profile
US Key External Drivers
S&P 500
Yield on 10-year Treasury note
Per capita disposable income
For the full list of industry drivers, see report purchase options.
County Data of the Portfolio Management & Investment Advice industry in Ohio
Access proprietary data on county in the Portfolio Management & Investment Advice in Ohio, such as Hamilton County, Franklin County and Cuyahoga County. Data includes figures on revenue, establishments, employees and wages by counties.
Key Statistics of the Portfolio Management & Investment Advice industry in Ohio
Download 18 years of historical data and 5 years of projected performance.
