CLOs on the Move

WealthSouth

www.wealthsouth.com

 
WealthSouth, with assets under management of $1.4 billion, is the wealth management arm of Farmers National Bank, in Danville. WealthSouth provides families and businesses with Investment Management, Trusts, Estates, Retirement, 401(k)s and ESOPs to meet the needs of a constantly changing market environment. WealthSouth has offices in Bowling Green, Danville and Lexington.
  • Number of Employees: 25-100
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

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Pentegra

The Pentegra name was derived from the words pension + integrity. Integrity is at the foundation of everything we do. Since its beginning more than 70 years ago, Pentegra has been a company that defines itself more by its values than a particular product or service. We`ve built our business by doing what we do the right way. By putting participants first. By accepting fiduciary responsibility and legal accountability for our work. By correctly representing what we do, what we don`t do, and how much we get paid. By following the rules, no matter how complex. These values serve as the foundation of Pentegra`s culture, character and brand. Responsibility for successful retirement plan outcomes—for our clients, their participants and our partners—is one that we take seriously. Integrity in all we do. That`s an advantage. Understanding what makes our retirement plan solutions unique starts with our story. Pentegra is one of the largest and most experienced multiple employer plan providers in the nation. We`ve specialized in multiple employer plan solutions—having sponsored two of the largest multiple employer plans in the United States for over 70 years. This focused expertise has helped us develop single employer plans from a unique perspective. Which is why with every retirement solution, we bring the same focus—relieving you of the fiduciary and administrative burdens that come with sponsoring a retirement plan.