Your Wealth Advisor or Hilliard Lyons Trust Company Portfolio Manager will work with you to understand what you need and want to accomplish with the assets you entrust us to manage. We’ll work with you to translate your goals into investment objectives, assess your risk tolerances, and ultimately design a strategy that helps you get to where you’re going.
Our portfolio managers work to create a unique blend of assets – one that maximizes your potential for return while keeping you comfortable with the risk involved.
We’ll build your investment portfolio with individual securities based on your goals and desired safety level to help generate growth opportunities and layer in fixed incomes to increase current income and reduce volatility where possible.
We offer portfolio diversification through our proprietary Core and Satellite approach. Depending on your objectives, you may consider supplementing your core holdings with additional asset classes which may offer lower portfolio volatility. Examples include non-proprietary institutional class Mutual Funds and Exchange Traded Funds (ETFs) in the US Small Cap, US Mid Cap and International markets. We also offer alternative investments such as Commodities, High Yield and Real Estate.
At Hilliard Lyons Trust Company we adhere to a philosophy emphasizing long term ownership of high quality businesses. We seek consistent, steady returns without assuming excessive risk or generating costly portfolio turnover. It is a strategy designed both to preserve and enhance our clients' wealth. We believe our approach meaningfully reduces the risk of significant and permanent loss of capital and yet, affords ample opportunity for returns.
Your Hilliard Lyons Portfolio Manager and Wealth Advisor will work closely with you to develop a diversified, customized investment portfolio, managed to fit your specific needs.