Institutional Accounts

We offer disciplined investment management that is consistent with client objectives. Community Trust and Investment Company ensures this consistency through active portfolio management with a preference for individual securities. The client has online access to the account information, which is updated daily. Every relationship has a portfolio manager and administrative officer that will conduct regular client meetings to review performance and to confirm that the objectives are being met. 





*IMA = Investment Management Account - a regular portfolio investment account

FEATURES OF THE ACCOUNT

Representative Clients
  • Individuals
  • Business Retirement Plans
  • Institutions
  • Non-profits
  • Quasi-Government Organizations
  • Churches
  • Municipalities
  • Foundations