Asset Management
Asset Management Services for Long-Term Success
Your financial future deserves more than a one-size-fits-all strategy. At Peoples Bank, our wealth management team works closely with individuals and families to develop personalized investment strategies based on their objectives, risk tolerance, and timeline. We deliver thoughtful solutions associated with top asset management firms, but with the personalized care of a community bank.
Personalized Strategy Built Around You
Our advisors evaluate your financial objectives, risk tolerance, investment timeline, and income needs to create a diversified investment portfolio aligned with your priorities.
Tailored Portfolio Construction
Our disciplined, long-term approach focuses on consistent growth while managing risk through diversification.
Work closely with an advisor to determine your individual financial goals and investment timeline.
Consider income needs, such as emergency funds, retirement planning, and other wealth accumulation.
Evaluate risk tolerance and specific market conditions when building your portfolio.
Investment Selection & Asset Allocation
Every portfolio is built with careful consideration of investment opportunities and market conditions backed by data analysis and expertise.
Conduct thorough investment research and due diligence to support informed portfolio decisions.
Evaluate fund managers, asset classes, and investment opportunities through disciplined selection.
Create a strategic mix of investments designed to support long-term portfolio performance.
Regular Portfolio
Reviews
Our advisors continually monitor economic conditions and your portfolio performance to keep your investment strategy aligned with your goals.
Assess portfolio performance and asset allocation to support long-term investment objectives.
Alignment with changing life events such as retirement, inheritance, or other income needs.
Receive ongoing guidance and regular portfolio reviews from a dedicated advisor.
Market Insights from Our Chief Investment Officer
Our investment team regularly publishes market updates and investment outlooks to help clients understand current market conditions and portfolio positioning.
From the Desk of Our Chief Investment Officer: Q2 2026 is a reminder of why we emphasize patience during periods of uncertainty. In the span of a few months, markets moved from pricing some worst-case scenarios to setting record highs. The investors who fared best were the ones who stayed focused on their long-term goals through turbulence and stayed invested through volatility. We don’t take for granted the trust and confidence you place in our team. Our objective remains unchanged: to build portfolios that can participate in long-term growth while remaining resilient through periods of uncertainty.
As always, please reach out to your advisor anytime. Whether you’d like to review your portfolio, talk through what’s happening in the market, or just check in, we’re always glad to hear from you.
Shaun Kiser
SVP, Chief Investment Officer
Shaun has over 25 years of experience in the financial services industry and is based in Russell, Kentucky. He earned a Bachelor of Business Administration and an MBA from Morehead State University, and he is also a Certified Financial Planner (CFP™). He serves as the Trust department’s Chief Investment Officer and a Relationship Manager, and he also manages a team of trust wealth advisors.
Email: [email protected]
Call: 606.834.3027
Learn More About Asset Management Services
Fill out the form below to connect with our team and learn more about personalized asset management solutions designed around your goals.
Frequently Asked Questions
How is Peoples Bank different from other asset management firms?
At Peoples Bank, you’ll work with a dedicated advisor who takes the time to understand your goals, financial priorities, and long-term vision. While larger firms often rely on standardized services and centralized support teams, we focus on building personal relationships and providing tailored guidance based on your unique circumstances. Our clients benefit from local decision-making, ongoing communication, and customized investment strategies designed to help them pursue their financial objectives.
What is asset management?
Asset management is the process of professionally managing investments on behalf of individuals, families, or organizations. It includes portfolio construction, investment selection, ongoing monitoring, and portfolio reviews designed to support long-term financial goals.
How often should my investment portfolio be reviewed?
Your portfolio is continuously monitored by our Trust and Wealth Management team and formally reviewed with you regularly to help ensure it remains aligned with your financial goals, risk tolerance, and investment strategy. We also review your portfolio when you notify us of significant life events or when changes in financial circumstances occur, helping keep your plan responsive to your evolving needs.
Can asset management be combined with financial planning?
Yes. Our asset management services can work alongside financial planning, tax strategies, and trust services to create a holistic and comprehensive wealth strategy.
Why is diversification important in an investment portfolio?
Diversification helps spread investments across different asset classes and investment types. This approach may help manage risk while positioning a portfolio to pursue long-term growth opportunities.
How does asset allocation affect investment performance?
Asset allocation refers to how investments are distributed among various asset classes such as stocks, bonds, and cash equivalents. The allocation strategy can significantly influence both portfolio risk and potential returns over time.
INVESTMENT PRODUCTS ARE NOT INSURED BY THE FDIC. NOT DEPOSITS OR OTHER OBLIGATIONS OF THE BANK AND ARE NOT GUARANTEED BY THE BANK; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS.