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Business Investment Management

You've worked hard to build your business. Now let your earnings work hard for you.

Community Trust Wealth & Trust Management is experienced in building business investment management plans. We'll design a portfolio to keep your goals, risk tolerance, and priorities in line. Our comprehensive strategy includes:

  • Determining how much capital your business can invest, while still having cash for new opportunities
  • Providing ongoing investment advice that's tailored to your business
  • Financial planning based on your business' goals and objectives
  • Retirement plan solutions for you and your employees
  • Insurance planning

Our portfolios are serviced with a team approach – there isn't just one individual watching over your account. Behind every investment management account, there is a team of investment managers, a designated Portfolio Manager and a Wealth Advisor.

Ready to learn more? Let's have a conversation.


WTM Investment Philosophy

WTM Investment Philosophy

WTM offers disciplined investment management that is consistent with client objectives. We would welcome the opportunity to help you build an investment strategy.

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