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Products and Services

Portfolio Management Services

Trustmark Investment Advisors, Inc. offers the following services and areas of experience:

  • Equity Management
    • Large Cap Equities
    • Mid Cap Equities
  • Fixed Income Management
    • Tax Efficient Bond Strategies
    • Cash Management
  • Third Party Management
    • Mutual Funds
    • Hedge Funds
    • Absolute Return Strategies

The Performance Family of Mutual Funds

Trustmark Investment Advisors, Inc. is the investment adviser to The Performance Family of Mutual Funds.  The Performance Funds include eight diverse mutual funds:  four equity, two fixed income, and two money market funds.  The funds are:

  • Performance Money Market Fund
  • Performance U.S. Treasury Money Market Fund
  • Performance Short Term Government Fund
  • Performance Intermediate Income Fund
  • Performance Strategic Dividend Fund
  • Performance Large Cap Fund
  • Performance Mid Cap Fund
  • Performance Leaders Equity Fund

TIAI has received national recognition for its investment management of the Performance Funds 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.

The Performance Funds are distributed through BHIL Distributors, Inc., Member FINRA. Trustmark Investment Advisors, Inc. is the investment adviser to the Performance Funds and receives a fee for their services.

Before investing in any mutual fund, investors should carefully consider the investment objectives, risk, charges and expenses of the fund. This and other information is contained in the fund prospectus. To obtain a prospectus on the Performance Funds, please call 1-800-PERFORM or visit www.performancefunds.com. Please read the prospectus carefully before investing.