Trustmark Wealth Management provides access to asset management and
asset allocation strategies through Trustmark Investment Advisors, Inc.,
a wholly-owned subsidiary of Trustmark National Bank and a division of
Trustmark Wealth Management. Trustmark Investment Advisors, Inc. (TIAI)
is a registered investment adviser with the Securities and Exchange
Commission and incorporated in the state of Mississippi. TIAI is the
investment adviser to the Performance Family of Mutual Funds and provides customized investment
management services for Trustmark National Bank’s Trust
Group's clients. Clients of the Trust Group include individuals, institutions,
foundations, endowments, and charitable organizations. Today, TIAI has
approximately $3 billion in assets under management.
TIAI has experience in the following areas:
- Asset allocation
- Security analysis
- Quantitative modeling
- Mutual fund analysis
- Portfolio management
The investment management staff of TIAI consists of 11 highly qualified money managers with over 165 years of combined experience. Two portfolio managers are Chartered Financial Analyst (CFA) charter holders, and three other TIAI associates are candidates in the CFA program.
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Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
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Not Guaranteed by any Government Agency |
Not a Bank Deposit |
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