A PATH TO CUSTOMIZED WEALTH MANAGEMENT

STORY

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.

MISSION

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.

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.

 

MEET OUR TEAM
 

 


HAPPENINGS

Leadership Louisville Class of 2018
Scott Neff was selected to be one of the 60 professionals that will be in the Leadership Louisville Class of 2018.


To discuss your wealth management needs, call our experts today:

502.212.7800