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The Glenview Trust Company

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The Glenview Trust Company

Mission statement:

Glenview Trust is dedicated to offering the highest level of investment management, trust administration, and estate and financial planning services with a singular focus on client satisfaction.

Overview:

We provide a unique blend of service and wealth management expertise to a limited number of individuals with a singular focus of building financial legacies.

PROMISE

We understand that your wealth management needs are unique and complex. We also understand that there is much more to life than managing assets and investments. We’re here to take care of your financial affairs, so that you can reach your financial goals and enjoy a more enriching life. We promise to provide you with highly experienced professionals and an individualized wealth management strategy to help you reach and maintain your financial goals. We promise to listen, advise and adapt to your changing lifestyle. Our goal is to preserve and enhance your wealth, to build a legacy with you, and to maintain it for generations.

SERVICES

Because Glenview Trust is a local, closely-held company with employee ownership, our professionals act and think differently. We are not accountable to a headquarters in a distant city, which allows us to effectively and efficiently accommodate our clients’ unique situations. Because our trust professionals do not sell any proprietary products, we provide customized solutions that are in our client’s best interest – not ours.

We know that effective wealth management is dynamic. No two strategies are the same at Glenview Trust. We offer custom wealth management solutions to fit your individual needs. Whether you are an individual investor, part of a family partnership, business owner, retiree or professional, our trusted experts can provide you with specialized wealth management solutions. Our experts provide a wide array of services, including but not limited to, the following:

TRUST & ESTATE

ESTATE PLANNING

FINANCIAL PLANNING

INVESTMENTS

CUSTOMIZED WEALTH MANAGEMENT SUPPORT SERVICE

History:

The Glenview Trust Company is the largest independent trust company in the Commonwealth of Kentucky that works exclusively with individuals and their families. The company currently works with 525 client relationships and $10.5 billion in client assets. The hallmark of Glenview Trust is its local leadership, shared management and unparalleled attention to client satisfaction.

We subscribe to the principle that there is a cause and effect relationship between employee satisfaction and client satisfaction. Therefore, Glenview Trust encourages employee ownership of our business. Owners stay. Our clients do not have to adjust to new advisors because we have minimal turnover.

KEY Facts:

45 ON STAFF

525 CLIENT FAMILIES

10.5 Billion+ ASSETS UNDER CARE

550 Years OF COMBINED EXPERIENCE

5 CERTIFIED FINANCIAL ANALYSTS (CFA)

9 ATTORNEYS (JD)

3 CERTIFIED FINANCIAL PLANNERS (CFP)

5 CERTIFIED PUBLIC ACCOUNTANTS (CPA)

Asset Under Management:

$10.5 billion in client assets

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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