Trustmark Selects FolioDynamix Wealth Management Advisory
Services for New UMA and SMA Programs
Leading financial services company to deploy FolioDynamix proposal generation and
investment research as part of a unified wealth management program offering
Trustmark Investment Advisors, Inc. (TIAI) is a registered investment advisor 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. Clients of the Trust Group include: Individuals, Institutions, Foundations, Endowments, and Charitable Organizations. Today, TIAI has approximately $2.5 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 extensive 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 10 highly qualified money managers with over 130 years of combined experience. Two 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 Wealth Management, has been quoted by USA Today, Investors Business Daily, and Bloomberg.