How We Work With You
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 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.
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.