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:
• Individuals
• Trusts
• IRAs
• Retirement Plans
• Institutions

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

Dick Tapke, Senior Trust Officer
Dick Tapke, Senior Trust Officer

Dick Tapke is Executive Vice President and Senior Trust Officer of the Wealth Advisory Group. His resume includes 40 years of successful growth and management in the trust and investment industry.

Dick has extensive experience in community service and leadership having held board positions with organization involved in education, government, social services and health care. Sitting on the board side of the table, Dick has interviewed many management firms and reviewed and monitored many different management philosophies and styles which have broadened his perspectives of asset management.

An avid pilot for a number of years, Dick recently retired his wings for the more placid sport of boating. He has spent the past few years restoring his 1976 Chris Craft, PoppiTime.

Trey Tapke, Trust Investment Officer
Trey Tapke, Trust Investment Officer

Trey is a Vice President and Trust Investment Office for Wealth Advisory Group. Prior to joining the Bank of Kentucky in January of 2011, he held the position of Portfolio Manager with Tapke Asset Management, LLC.

Trey is a Xavier University graduate and holds a bachelors degree in business administration with a double major in Finance and Information Systems. He returned to Xavier and completed his Masters of Business Administration in December of 2004. He is a graduate of the Leadership Northern Kentucky Class of 2008.

Trey and his wife, Stacy, reside in Edgewood, KY, with their two sons.