First Kentucky Trust offers exceptional financial services tailored for wealthy families and individuals. Located in Louisville, Kentucky, First Kentucky Trust distinguishes itself by providing a personalized experience, contrasting with the impersonal nature of larger financial institutions. They deliver sophisticated services while maintaining a boutique approach, ensuring each client receives attentive and customized support.
Operating from their primary address at 297 N Hubbards Lane, Suite 202, Louisville, KY 40207, US, First Kentucky Trust focuses on building strong, lasting relationships with clients. Their comprehensive services include estate planning, asset custody, cash flow analysis, fixed income, fiduciary administration, and alternative strategies. First Kentucky Trust is committed to meeting the diverse needs of its clients through tailored investment strategies and comprehensive financial solutions.
First Kentucky Trust has earned a strong reputation for excellence, driven by its dedication to client satisfaction and successful investment outcomes. The firm’s holistic approach encompasses charitable and tax strategies, external manager searches, asset allocation, core equity, and retirement & financial planning. Discover how First Kentucky Trust can help you achieve your financial goals. Manager, we invite you to create a customized and exclusive company showcase and product listing on our platform.
Compare First Kentucky Trust with 3 companies in Financial-Services
| Comparison Field |
First Kentucky TrustMain Company |
K2 Asset Management...View Profile |
Fo
Forefront Wealth Man...View Profile |
SSI Investment Manag...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 1999 | 2015 | 1973 |
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Company Size
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— | 11-50 | 11-50 | 11-50 |
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City
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LOUISVILLE, KY | Melbourne, VIC | New York, New York | Los Angeles, California |
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Country
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United States | Australia | United States | United States |
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Skills & Keywords
Comparing with main company
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18 Total Skills
Wealth Management
Estate Planning
Asset Management
Financial Planning
Investment Strategies
Fiduciary Services
Trust Services
Estate Planning & Settlement
Asset Custody
Cash Flow Analysis
Fixed Income
Fiduciary Administration
Alternative Strategies
Charitable & Tax Strategies
External Manager Search
Asset Allocation
Core Equity
Retirement & Financial Planning
|
13 Total
13 Unique
Unique Skills:
Administration Services
Advisory
Equities
ETFs
Funds Management
Hedge Funds
+7
|
10 Total
1 Common
9 Unique
Match
6%
Common Skills:
Financial Planning
Unique Skills:
Annuities:
Closed-End Funds
Equities
Institutional Sales & Trading
Insurance
IPOs
+3
|
15 Total
15 Unique
Unique Skills:
Balanced
Convertible Arbitrage
Convertible Bonds ETF
Convertibles
Discretionary Convertibles
Fixed Income Alternatives
+9
|
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