Products & Services

With our wide spectrum of products and services to choose from, you’re sure to find the investment that best fits your needs. Our Certified Trust & Financial Advisors will lend their expertise to your plans for your future.

Products

  • Mutual Funds
  • Managed Accounts
  • Self Directed Accounts
  • Custody Accounts
  • Stocks
  • Bonds
  • REITS

Services

  • Wealth Management
  • Trust Administration
  • Agency & custody account administration
  • Estate Planning
  • Executor Services
  • Full service 401(k) administration
  • Retirement Planning/Income planning
  • IRA management and services

For more information on all of your trust or investment needs, call us at (502) 227-1611 or toll free at (888) 416-1611.

Or if you want to contact us by email please use this form. Please do not send any personal information such as Account Number or Social Security Number.

*While some members of our team are licensed attorneys, Kentucky law does not allow attorneys serving in a fiduciary capacity to practice law for those clients. Therefore, for legal questions, please consult your attorney.