Get the app

Forgot Password / Enroll


Developing portfolios, custom-tailored to you.
Investment Management


Best-in-class investment management organizations possess a shared investment philosophy, a repeatable proven process, and experienced professionals who are passionate about their work.

People, Process, and Philosophy

We strive to achieve each of our client’s goals by delivering smart, risk-adjusted investment results.

  • Asset Allocation
  • Equities
  • Fixed Income
  • Manager Due Diligence

We develop customized investment policy statements for each of our clients by:

  • Analyzing each of our client’s specific financial goals, risk tolerance, investment time horizon, and liquidity requirements.
  • Taking unique circumstances, such as legal and tax issues, into consideration.
  • Managing risk through thoughtful diversification among asset classes and with investment strategies that emphasize quality, provide liquidity, and seek to capitalize on disparities between market price and intrinsic value.

We believe that proactive management is essential to managing risk. Each of our investment professionals is personally involved in all investment decisions and serves on our Investment Policy Committee, which considers actionable recommendations from internal teams that focus on asset allocation, equities, fixed income, and manager due diligence.

Wealth Management & Trust Office Locations

Louisville Offices

The Summit
4350 Brownsboro Road
Suite 210
Louisville, KY 40207

First Trust Centre
200 South Fifth Street
Suite 100N
Louisville, KY 40202

Lexington Office

360 E. Vine Street
Lexington, KY 40507

Cincinnati Office

101 W. Fourth Street
Cincinnati, OH 45202

Indianapolis Office

11450 N. Meridian Street
Carmel, IN 46032


Contact Wealth Management

Call (502) 625-1005, Contact an Advisor, or fill out the form below and one of our advisors will contact you. 

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
Please DO NOT include confidential information such as Social Security Numbers or account numbers in your form submission.