Investment Management

For more information about
Business Retirement Plans,
please contact us:

Louisville / Southern Indiana
(502) 625-9394

(317) 238-2896

(513) 824-6196

Email us at:

Our Call Center can be reached at:
(502) 582-2571 or (800) 625-9066

As investment manager, we use the same, successful investment management model that we have used for many years of investing for individuals.  Our professionals maintain a disciplined and independent approach across market cycles.  Our approach provides you with the following benefits:

  • Guidance and advice from experienced investment professionals
  • A research-driven culture
  • A long term investment perspective
  • Open architecture – No Stock Yards Bank & Trust proprietary mutual funds are utilized.

Your dedicated investment officer will:

  • Be supported by a team of attorneys, Certified Public Accountants, Chartered Financial Analysts and Certified Financial Planners
  • Employ a broad investment platform
  • Have access to globally renowned third party managers
  • Provide annual investment reviews
  • Provide objective, unbiased recommendations

A trusted partner, since 1904