First Kentucky Trust

First Kentucky Trust

Financial-Services

LOUISVILLE, KY
United States
Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Sakya Schuler Blake Willoughby Alex Croft Paul Fleming CFA CAIA

Compare Companies Side by Side

Compare First Kentucky Trust with 3 companies in Financial-Services

4 Companies
Comparison Field
First Kentucky Trust
First Kentucky Trust
Main Company
K2 Asset Management Ltd
K2 Asset Management...
View Profile
Fo
Forefront Wealth Man...
View Profile
SSI Investment Management
SSI Investment Manag...
View Profile
Founded Year
1999 2015 1973
Company Size
11-50 11-50 11-50
City
LOUISVILLE, KY Melbourne, VIC New York, New York Los Angeles, California
Country
United States Australia United States United States
Skills & Keywords Comparing with main company
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
4
Total Companies
1973
Oldest Founded
2
Countries
54
Unique Skills

Similar Companies

Other organizations in the same industry

SPM Financial
Financial-Services

Sheffar Potter Muchan is now SPM Financial!

London, Ontario
Canada
Freedom 55 Financial
Financial-Services

Freedom for life

Phaze
Financial-Services

Connecting Brands Prepaid Cards To People

Toronto, Ontario
Canada
UNITREE
Financial-Services
Lancaster, Pennsylva...
United States

Alternative Company Names

This company is also known as

First Kentucky Trust 肯塔基州第一信託 फर्स्ट केंटकी ट्रस्ट فيرست كنتاكي ترست Первый Кентуккийский Траст