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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.

Contact Wealth Management

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

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