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.