TIA Web Slider REV 5 10 19

Helping You Pursue Your Goals

When it comes to wealth management, we don't have a one-size-fits-all program.

Trustmark Tailored Wealth provides access to investment management and asset allocation strategies through Trustmark Investment Advisors, Inc., a wholly-owned subsidiary of Trustmark National Bank and a division of Trustmark Tailored Wealth.

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 Tailored Wealth division's Trust Group. Clients of the Trust Group include: Individuals, Institutions, Foundations, Endowments, and Charitable Organizations. TIAI had approximately $2.6 billion in regulatory assets under management as of 12/31/2021.

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

Form ADV Part 2A – Disclosure Brochure

Client Relationship Summary (Form CRS)