The Stock Yards Advantage
Stock Yards Wealth Management Group provides valuable financial services to wealthy individuals and their families, company retirement plans and not-for-profit organizations.
Through Stock Yards Trust Company, you can benefit from these features:
- One of the largest regional trust companies with assets under management in excess of $1.6 billion
- A staff of experienced professionals comprised of attorneys, CPAs, Chartered Financial Analysts and Certified Financial Planners
- A full array of investment products and services, including specialty third party managers, to help you accomplish your financial objectives
- All decisions regarding your relationship are made locally
- Your relationship is handled by two officers, with expertise in administrative and portfolio management matters, working in tandem to serve you
Services For Individual Clients
Every client is unique to us: at Stock Yards Wealth Management Group we work with each individual to help define his or her goals and develop a plan to accomplish those objectives.
Whether you want to acquire and preserve sufficient resources to help you enjoy retirement, educate children or grandchildren or provide for yourself, your family or your favorite charities, the professionals at Stock Yards can customize a plan to help you attain those objectives.
The following sections describe some of the services we employ in serving the needs of our individual clients.
Investment Services Trustee Services IRAs & Retirement Planning Financial Planning
Insurance Services Estate Planning Estate Settlement Services SYB Donor Advised Fund
LINKS TO NEWS AND VIDEO FOR WEALTH MANAGEMENT & TRUST:
2010 Spring Economic Seminar, Mar 3, 2010:
CLICK HERE TO SEE THE VIDEO
CNBC: Anita Clemons, Nov. 3, 2009:
CLICK HERE TO SEE THE VIDEO
THE NEW NORMAL: Kye's II, October 2009:
CLICK HERE TO SEE THE VIDEO
INVESTMENT & FINANCIAL INSIGHTS NEWSLETTER:
CLICK HERE TO VIEW Q2:2010 ISSUE
Who to Contact
| NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE |
