Rich Robben

SYBT seeks to achieve each of their client’s goals by delivering smart, risk-adjusted investment results. The firm manages risk through thoughtful diversification among asset classes and with investment strategies that emphasize quality, provide liquidity, and seek to capitalize on disparities between market price and intrinsic value. They believe that proactive management is essential to managing risk.

DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies.

Provides investment management services

Acts as Closed-End Investment Fund/Investment Trust

KRS’ equity investments include in domestic and international common stock, securities convertible into common stock and in preferred stock of publicly traded corporations. Fixed-income investments consist of publicly traded corporate bonds which selected and managed to assure an appropriate balance in quality with maturities consistent with current market and economic conditions. Investments may be made in any debt instrument issued or guaranteed by the US government or any agency or instrumentality of the US government. KRS may also invest in real estate mortgages on a direct basis or in the form of mortgage pool instruments guaranteed by an agency of the US government or the State of Kentucky.

Functions as a College/University