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.