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Wealth Management Services
We assist our clients in building a bridge to their financial future by achieving their financial goals and objectives.
Our Trust Department will work with you to establish investment objectives and then, we will review holdings, activity and investment performance as established upon account opening. In addition to our review and analysis of the investments, we also make recommendations to keep the account in line with the established investment objectives.
You make the decision to accept or reject our recommendations based on the Investment Management relationship we establish.
An Investment Management Account is an “agency” account governed by the agreement between you and our Trust Department. As such, you may terminate it at any time.
- Professional review of a customer’s investment portfolio on a regular basis
- Professional investment advice on a regular basis
- All ancillary services provided by a custodial account
- Simplified record keeping
We do not draft legal documents or provide legal advice. We use our expertise as an unbiased third party to interpret legal documents which encompass your wishes to efficiently execute your trust and estate plan. The above services are only available to Kentucky/Indiana/Tennessee clients through Republic Bank & Trust Company.