How We Work With You

Our Philosophy
At the Foutch Group of Hilliard Lyons, helping our clients build, protect, manage, and transition their wealth are our top priorities. We believe all of our client relationships should be based on a foundation of trust, commitment, and integrity.

Our Process

Our process begins by getting to know you, your current financial situation and your goals for the future, in order to craft an investment plan best suited for your short-term and long-term needs needs. Once we’ve established a plan for your household, we implement a disciplined investment management approach to help you reach your goals.

The Foutch Group understands that as your personal life changes, so does your financial life so we focus on formulating a personalized strategy appropriate to your needs. To ensure your plan continues to work for you, we conduct annual in-person meetings to review your account performance and revisit your financial goals.

Click here to learn more about what you can expect when becoming client of the Foutch Group.

Our Capabilities

Putting your plan in place requires access to advanced and exceptional solutions. Hilliard Lyons has a broad range of investments, services, solutions from which to choose, allowing the Foutch Group to help you create a comprehensive wealth management plan that is aligned with your specific objectives.

The Foutch Group Capabilities
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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