The Commonwealth Wealth Management & Trust Group is committed to working with each of our clients to create a customized investment strategy by listening to and understanding the varying individual goals, risk tolerance, and time horizon, while being keenly aware that portfolio management is a continuous process - reflecting changes in the client's needs and market conditions. We’ll provide the highest levels of customer service, open communication and the same personal attention that we would give our own families.
The steady hand of an experienced partner can be the most valuable asset in today's volatile economy. Our Investment Management experts offer the stability and guidance to contend with market fluctuation. We are committed to providing our clients with an open architecture, utilizing 'Best in Class' investment managers and proprietary investment ideas designed to optimize a client's total, risk-adjusted return.Working with our Investment Management team, you can expect:
- An in-depth, client-focused approach to meet your individual needs and reach your short and long-term financial goals
- A comprehensive investment policy targeting expectations and strategies followed by continuous review of your portfolio's investment performance
- Unbiased, objective investment research on hundreds of securities and various asset classes
- Individual meetings and comprehensive reports to keep you well informed about your portfolio's status and progress
Here we share the core beliefs that guide our investment strategies and implementation.Learn more
Walk step-by-step through the Commonwealth Investment Process to see how we tailor our plans to match your lifestyle and financial goals.Learn more
Today’s global markets are complicated and it is more challenging than ever to manage your investments. We have developed a well-defined investment philosophy and process centered around the following three investment pillars.Learn more
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.