(866) 871-0334
(502) 271-2900
333 East Main St, Ste 400
Louisville, KY 40202

Wealth Management

Providing disciplined wealth management solutions.

Our Disciplined Investment Process

Our investment process is a result of our understanding of your needs, paired with comprehensive investment planning and access to sophisticated strategies, tools, and technology.

  • Discovery:  Your mission, values, and vision for the future
  • Insight: Financial, tax and legal considerations
  • Investment Policy Statement: A written guide for how we manage your wealth
  • Implementation: Construction of your investment portfolio
  • Investment Selection:  Due diligence and evaluation of investment options
  • Evaluation: Careful investment oversight and reporting
  • Strategic Investing: identify alternative investment opportunities