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Ensuring your business’s future.
Services for Businesses & Institutions

Our team provides businesses and institutions with essential financial services that promote long-term success.

Retirement Plans

  • We set ourselves apart by offering fiduciary protection on investments, customized solutions, and employee education.

  • Many clients we work with have daily-valued 401(k) plans that allow participants to direct their own investments; however, we also manage pension plans, 403(b) plans, traditional profit-sharing plans, and non-qualified plans.

Investment Management

  • We strive to achieve each of our client's goals by delivering smart, risk-adjusted investment results.
  • Our professionals seek to provide the optimal balance between expected risk and return by appropriately allocating capital to specific asset classes and investment strategies.
  • Well-constructed portfolios are the result of our team’s thoughtful analysis and evaluation of which securities to select. 
  • Clients are provided with access to a wide variety of asset classes and investment strategies through separately managed accounts (SMAs), mutual funds, and exchange-traded funds (ETFs).

Financial & Business Succession

  • Most small business owners spend a vast majority of their time focusing on the day-to-day management of their companies in order to be successful.
  • Let Stock Yards Bank & Trust assist you with your business succession plan that will help ensure the company’s future success and eventual transition of ownership.

Contact Wealth Management

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

Please Note: Do not include confidential information such as SSN or account numbers in your form submission.
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