Ensuring your business’s future.
Services for Businesses & Institutions
Our team provides businesses and institutions with essential financial services that promote long-term success.
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.
- 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.