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 Wealth Management Division's Trust Group. Clients of the Trust Group include: Individuals, Institutions, Foundations, Endowments, and Charitable Organizations. TIAI had approximately $1.62 billion in assets under management as of 12/30/2016.
Our 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 provide investment strategies for long-term growth with preservation of capital.
TIAI has experience in the following areas:
- Asset allocation
- Security analysis
- Quantitative modeling
- Mutual fund analysis
- Portfolio management