- Wealth Management Services
- Investment Management
Our Investment Style: The Wealth Management Group of Stock Yards Bank is the investment manager for a wide variety of clients: individuals, companies, foundations, and not-for-profit organizations. While each client has unique goals, in every instance we employ a highly disciplined and sophisticated approach to asset management.
Tailoring Investments to Your Needs: Every client has different investment goals; this is why we tailor every portfolio to your particular objectives. In developing an investment plan with you, we take into account your time horizon, risk tolerance, income needs and tax status. After careful consultation with our experienced portfolio managers, we determine the proper mix of investment classes (stocks, bonds and cash) to help you realize your goals.
Managing Risk Through Diversification: In addition to reducing volatility in your investment management account by making the proper asset allocation, we help clients further manage their risk by introducing different investment styles and asset classes. Several types of investments are often used by your Wealth Management professional to create a portfolio that optimizes your return and is commensurate with the amount of risk you are comfortable with.
Asset Allocation: Managing your portfolio is a dynamic exercise, requiring ongoing monitoring of your goals and circumstances, as well as evaluation of current economic and market conditions. We do not attempt to time the market, preferring to be fully invested at all times. In addition, we will not guess which market sector will be the best performer at any given time, opting instead to manage your risk through proper diversification. Having the best asset allocation, based on your unique parameters as well as extrinsic factors, is the key to achieving your investment success.