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Our Investment Philosophy

We believe favorable long-term investment results can be achieved in various market environments through strict adherence to our investment principles:

  1. Diversification: Risk is reduced through diversification. By diversifying across asset classes, sectors, and securities, we provide investors with attractive returns that align their risk profile and investment goals.
  2. Diligence: We approach each investment with objectivity and a long-term perspective adhering to a diligent analytical process that focuses on business fundamentals, prospects, and valuations.
  3. Discipline: We are disciplined when assessing securities prices, remaining patient when prices are high and opportunistic during volatility. Continuous reviews ensure that sound decisions are made for existing holdings and new investments alike.

In addition to our overall philosophy, Community Trust Wealth & Trust Management holds philosophies for our equity and fixed income portfolios. Click the links below to learn more.

Equity Philosophy
Fixed Income Philosophy


How We Can Help:

Financial Wellness

Financial Wellness

Having a plan for your future only makes sense. Contact our Wealth and Trust Management team today to begin working on your investment strategy.

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Local, Individual and Institutional Plans

One of the first steps in financially securing your future is to establish a retirement plan. We believe you should spend your time doing what makes you successful, and we'll help you plan for your next phase - retirement.

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