About The Wealth Management Group
Stock Yards Bank & Trust Company is a wholly owned subsidiary of S.Y. Bancorp, Inc. (NASDAQ:SYBT), with company assets totaling $2.9 billion, service the Louisville, Kentucky, Indianapolis, Indiana, and Cincinnati, Ohio markets. Founded in 1904, Stock Yards Bank has evolved from a small bank serving the Louisville livestock industry to a nationally recognized bank known for exceptional service and financial performance. Our capabilities align well with those of national banks, but our focus has always been building a strong relationship with our customers.
Stock Yards Bank & Trust Company began providing trust services in 1972 and since then has developed some of the most sophisticated and disciplined trust and investment management expertise in the region with approximately $2.4 billion in assets currently under management.
The Wealth Management Group offers an array of wealth management services, each one uniquely adaptable to your objectives. We have the unique flexibility to tailor our products and services to ideally steward your financial concerns and meet your evolving needs. Our team of professionals is comprised of individuals with an average of 20 years experience in the industry and includes 9 JDs, 8 MBAs, 3 Charted Financial Analysts (CFAs), 5 Certified Trust and Financial Advisors (CTFAs) and 6 Certified Financial Planners (CFPs).
We offer the intimacy of one-on-one advising, supported by the strength of the entire Wealth Management Group. Every one of our professionals is working hard for you to grow and protect your wealth. You’re not relying on one individual to safeguard your financial future – you have the experience, education, and talent of our entire team.
- Accounts are managed by both a wealth and investment advisor, each offering targeted expertise. In addition, the rest of our tax, research and investment team works closely together to back up every decision that affects your relationship.
- We provide objective, unbiased recommendations, based solely on sound financial reasoning.
- Our investment record is proof positive of the success of our investment strategy. Time has shown that proper asset allocation between stocks, bonds, and cash allows maximum potential, while minimizing risk through diversification.
- All decisions regarding asset allocation and individual security selection are made locally by our team of investment professionals.