Portfolio Management and Research
Personal approach. Customized solution.
Investment professionals at The Bank of Kentucky manage individual portfolios with the objective of attaining the unique goals of each client. We listen to the client's goals and objectives, provide counsel regarding risk versus expected returns and together develop a long term investment strategy suitable to each client.
We manage portfolios for:
• Retirement Plans
We construct portfolios to meet client needs using:
• Individual securities (stocks and bonds)
• Exchange traded funds
• Actively managed mutual funds
Our expected outcomes are:
• Consistent, risk adjusted returns
• Tax efficient returns
The Bank of Kentucky offers a socially responsible investment program which goes beyond avoidance of objectionable holdings. We use our leverage as investors to challenge companies and encourage them to become better corporate citizens. We believe that companies with higher social standards are better performers in the longer term.
For more information, please contact:
Richard "Trey" Tapke III, Vice President
Phone (859) 372-2256
• Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not a Deposit • Not Insured By Any Federal Government