Miami Valley Portfolio Management

The firm does not publicly designate a CIO. Investment construction responsibility likely rests with President Scott E. Behnken, who is named as the primary principal, and Vice President Kent A. Behnken. With only seven professionals listed, the team likely operates as a flat committee rather than deploying a dedicated research staff. No third-party strategist or OCIO relationship is disclosed on the firm's website.

Yes. The firm explicitly states it acts as a fiduciary on its website and operates solely on a fee-only basis, declining commission-based compensation. That structure eliminates the conflict of interest that arises when an advisor can be compensated by product providers. A regional firm maintaining fee-only status for over six decades is uncommon.

The firm tells prospective clients it offers more than 20 model portfolios, which it manages internally. These span a risk range from conservative to aggressive, suggesting a standardized approach where clients are mapped to a portfolio rather than receiving fully bespoke management. The firm does not disclose specific holdings, vehicles, or rebalancing methodology publicly.

The firm's public materials reference retirement planning, wealth transfer, and long-term investment vehicles — language typical of a traditional liquid-securities practice. There is no mention of private equity, venture capital, direct real estate equity, or hedge fund allocations. The absence of such disclosure, combined with a small team and retail fiduciary model, makes alternative-asset activity unlikely at scale.

A third-generation family member, Tyler Behnken, is already listed as a Financial Advisor on the firm's website alongside President Scott E. Behnken and Vice President Kent A. Behnken. The firm's tagline — 'Confidence, Experience, Tradition' — and its roots stretching to 1959 signal an intent to remain family-operated. No external succession plan or sale to a roll-up aggregator has been announced.