Our investment management process is centered on understanding your financial needs and objectives, building a long-term client relationship, and ensuring your investments are performing at their maximum potential.
Understand Your Needs
We begin by gaining an in-depth knowledge of your current financial situation, future investment goals and objectives as well as your comfort level for taking risk.
Create a Personalized Investment Plan
Then, we develop a customized Investment Policy Statement. This is the cornerstone of our investment management process and establishes the criteria for matching long-term objectives with an appropriate investment plan.
Implement the CB&T Investment Formula
Next, we employ our investment formula, consisting of three distinct elements:
- Strategic Allocation to establish a static portfolio mix that can meet your goals
- Tactical Allocation to take advantage of exceptional market opportunities
- Security Selection to choose the best equities, fixed income vehicles and outside managers for your portfolio.
Portfolio Monitoring & Communication
Finally, our portfolio managers and Investment Committee members review portfolio holdings and performance on a regular basis using the latest technology and resources.
Wealth Management & Trust Services
4350 Brownsboro Road, Suite 210 | Louisville, KY 40207 | Phone: 502.259.2500 | Email: firstname.lastname@example.org
Not FDIC Insured. Investments Not Guaranteed. Investments May Lose Value. Fees may apply for services. Consult your tax attorney or CPA for details on tax benefits.