Legatum Capital Holdings LLC

Robert W Baird & Co is a financial services firm based in Lexington, KY, specializing in investment banking, wealth management, and asset management services. With a focus on providing personalized financial solutions to individuals, businesses, and institutions, the company aims to help clients achieve their financial goals through strategic planning and expert advice. Generated from their business information

Community Trust and Investment Company is a brokerage and insurance services firm that offers a range of financial services. Its investment management services include the fundamental analysis of security selection, asset allocation, performance measurement, and taxable and tax-advantaged portfolio administration. The company also provides assistance with plan design and individual retirement document submissions, as well as generating administrative forms, disclosures and summary plan descriptions. Community Trust and Investment Company additionally offers enrollment packages, including deferral and investment elections and beneficiary designations, as well as coordinates transfers of existing plans with previous service providers. It is a part of Community Trust Bancorp.