Based on 9 reviews
The Randolph Company is a research-based investment management firm for high-net-worth individuals, trusts, charitable endowments, and foundations. They offer family office services, portfolio management, risk assessment, taxes, and estate planning. Their philosophy focuses on building enduring portfolios by monitoring the complex world of investments to serve clients' best interests.
The firm was founded in 1966 by Guy D. Randolph, Jr. as a financial services company specialized in life insurance. It transitioned to an investment advisory firm in 1996 under Carter F. Randolph, who became Chairman and President. The business has grown significantly, with assets under management exceeding $1 billion as of 2025.
The company operates out of two primary locations: 4200 Malsbary Rd in Blue Ash, Ohio, and 10653 Techwoods Circle Suite #101 in Cincinnati, Ohio. Both addresses are used for their main operations and client services.
The firm maintains a 9-to-1 relationship-to-employee ratio, ensuring each client receives a dedicated team that understands their financial needs and goals. This client-first culture is central to their approach.
Clients can reach the firm by calling 5138917144 or visiting therandolphcompany.com. The contact form on their website requests a first name, last name, email address, phone number, and a message.
The firm specializes in comprehensive endowment wealth management, focusing on investment management for endowments and foundations. This is a specific area of focus highlighted on their services page.
The firm holds itself to the fiduciary standard, making decisions that are in the best interest of their clients. They have over 35 years of dedication to honesty, integrity, and a client-first mentality.
The Trustburn rating is 4.3 out of 5 from 9 reviews. The most recent review was posted on October 13, 2023, with the oldest being from December 23, 2022.
Reviewers frequently praise the company's user-friendly and informative website, friendly and knowledgeable staff, and prompt responses. Many mention that the team goes above and beyond to ensure customer satisfaction.
Some reviewers noted that while the experience was satisfactory, they were not as enthusiastic as those who gave 5 stars. The rating split shows a mix of highly satisfied clients and those with more moderate experiences.
The firm's investment philosophy involves monitoring the complex world of investments and their impacts on clients to build enduring portfolios. They look at the world as it really is and invest for the future by assessing risks realistically.
The firm has a history of growth, with assets under management exceeding $250 million in 2009, $500 million in 2017, $750 million in 2022, and over $1 billion in 2025. This demonstrates a consistent upward trajectory.
The team includes key figures such as Carter Randolph, PhD (President and Chief Investment Officer), Louie Randolph (Wealth Advisor), Andrew Ochoa (Portfolio Manager), and Patrick Gilkey, CFA® (Portfolio Manager).
The firm is involved in community service, with team members serving on various boards for community charities. They believe that giving back and being involved with the community is essential.
You can reach The randolph company by phone at 5138917144.
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👍 I am extremely pleased with the services provided by The Randolph Company. They have an amazing website that is user-friendly and informative. The staff is friendly and helpful. They go above and beyond to ensure customer satisfaction. I would definitely recommend their services to anyone in need.
I had a satisfactory experience with The Randolph Company. Their website is easy to use and informative. The customer service was polite and helpful. Overall, I am happy with their services and would consider using them again in the future.
I had a great experience with The Randolph Company. Their website, therandolphcompany.com, is easy to navigate and provides all the information you need. The staff was friendly and knowledgeable, and they answered all my questions promptly. I would definitely recommend them to others.
I had a good experience with The Randolph Company. Their website is well-designed and easy to navigate. The customer service was prompt and professional. I would use their services again in the future.
The services provided by The Randolph Company were excellent. Their website is easy to navigate and provides all the necessary information. The staff was friendly and responsive. I am satisfied with their services and would recommend them without hesitation!
I recently used the services of a company and I must say that I am very satisfied. The quality of service provided was excellent. The professionals were very helpful and understood my needs. They provided a solution that perfectly met my requirements. I highly recommend their services.
I am extremely happy with the services offered by The Randolph Company. They have an outstanding website that provides all the necessary details. The team is professional, friendly, and efficient. Their quick response and attention to detail made a huge difference. Highly recommended!
I recently availed myself of their services and was impressed with the quality of work. The Randolph Company delivered exactly what they promised, and their customer service was exceptional. I would recommend their services to anyone looking for a reliable and efficient company.
👍 The Randolph Company provides top-notch services. Their website is user-friendly, and their staff is knowledgeable and friendly. They go the extra mile to ensure customer satisfaction. I am impressed with their prompt response and attention to detail. Highly recommended.
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