Glenview Trust Company

Family Office Kentucky, United States ·Founded 2001

Overview

Glenview Trust Company is a multi-generational wealth advisor based in Kentucky, providing investment management, trust administration, and estate and financial planning services to individuals and families. The firm manages over $20 billion in assets under care and operates offices in Louisville, Lexington, and Bowling Green. The company's investment focus includes fixed income, private equity, real estate, and venture capital. Glenview Trust Company invests across various stages, including early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Its geographical focus is primarily within the United States. Glenview Trust Company serves a select number of families, offering a comprehensive suite of investment and planning support. The firm's mission is to provide the highest level of investment management, trust administration, and estate and financial planning services with a singular focus on client satisfaction. Clients may choose Glenview Trust Company for investment management, but they stay because its comprehensive support enables them to make better decisions.

Investment Focus

  • Focus on U.S.-based opportunities
  • Interest in fixed income, private equity, real estate, and venture capital investments

Portfolio Companies

Johnson & JohnsonExxonMobilPfizerPepsiCoMerck & Co.Caterpillar Inc.Chevron CorporationMcDonald's CorporationGeneral ElectricThe Coca-Cola CompanyPapa John's PizzaHCA HealthcareFord Motor CompanyBrown-FormanLowe's CompaniesThe Kroger Co.Yum! BrandsHumanaLexmark InternationalKindred Healthcare

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Frequently asked questions about Glenview Trust Company

What sectors does Glenview Trust Company invest in?

Glenview Trust Company invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Kentucky, United States. Glenview Trust Company is listed as a family office in the ConnectSafely investor database.

What stage does Glenview Trust Company invest at?

Glenview Trust Company backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.

Which regions does Glenview Trust Company invest in?

Glenview Trust Company invests across United States.

What companies has Glenview Trust Company invested in?

Glenview Trust Company's portfolio includes Johnson & Johnson, ExxonMobil, Pfizer, PepsiCo, Merck & Co., Caterpillar Inc., Chevron Corporation and McDonald's Corporation.

Last updated · Source: ConnectSafely investor database