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 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.
Our seasoned investment professionals are guided by the sound, conservative investment principles that have shed light on promising investments through a myriad of market climates. Our main focus is to manage assets for long-term growth with preservation of capital for all Wealth Management clients.
TIAI has experience in the following areas:
- Asset allocation
- Security analysis
- Quantitative modeling
- Mutual fund analysis
- Portfolio management
TIAI portfolio managers work as a team to implement investment themes within the parameters of each client portfolio.The investment management staff of TIAI consists of 8 highly qualified money managers with over 130 years of combined experience. Three portfolio managers are Chartered Financial Analyst (CFA) charter holders, and two other TIAI associates are candidates in the CFA program.
TIAI has received national recognition for its investment management services from publications such as The Wall Street Journal and Barron's and organizations such as Morningstar and Lipper. Doug Ralston, President of Trustmark Investment Advisors, Inc., has been quoted by USA Today, Investors Business Daily, and Bloomberg.
Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
Not Guaranteed by any Government Agency |
Not a Bank Deposit |
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