We provide clients with access to a wide variety of asset classes and investment strategies through separately managed accounts (SMAs), mutual funds, and exchange traded funds (ETFs).
  • Equity – domestic and international; large, mid, and small capitalization; core, growth, and value
  • Fixed income – core, high yield, international, municipal, money market, inflation-protected, and treasury
  • Real assets – real estate and commodities

What we do for our clients

  • Quantitative screening, research, and analysis
  • Qualitative assessment of people, process, and philosophy
  • Extensive ongoing due diligence, which includes regular meetings with investment managers

Characteristics we seek:

Active Strategies

  • Consistent investment process and philosophy lead by experienced portfolio managers
  • A clear quality bias
  • Quantifiably active management
  • Bottom-up security selection process with deep due diligence and securities analysis
  • A history of preserving capital during down markets relative to applicable benchmarks
  • Attractive historical investment results and portfolio risk characteristics versus applicable benchmarks and peers
  • Alignment of interests through material employee ownership or incentive structure
  • Diversification across sectors
  • Negligible key person risk

Passive strategies

  • Liquidity, scale, low cost

Separately Managed Accounts

Our Separately Managed Account (SMA) platform provides clients of Stock Yards
Bank & Trust with cost-effective access to specialized, external equity managers
that have been thoroughly vetted and are subject to ongoing due diligence.

Benefits of the Stock Yards Bank & Trust SMA platform

  • Access to institutional investment managers at lower account minimums
  • Portfolio customization
  • Direct ownership and transparency
  • Individual cost basis
  • Consolidated reporting

SMA Strategies

  • Concentrated, large cap, U.S. growth
  • Conservative, large cap, concentrated U.S. core
  • Large cap, U.S. value
  • Mid cap core
  • Small-mid cap growth
  • International value
  • International growth
  Contact Us

(502) 625-1005

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A trusted partner, since 1904