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Investment and Trust Services

 

Tailor-made strategies to help you pursue your goals.

Accumulate. Preserve. Transfer.

 

Receive professional guidance to assist you in defining priorities, setting goals, selecting investments and developing tailor-made strategies that are an appropriate fit to your current and long-term financial situations.

 

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A dedicated Relationship Manager and Portfolio Manager serve each client, providing the highest level of service and accessibility.

Investment Management Accounts

Taxable investments where Trustmark, acting as a fiduciary, manages your investment accounts.

Individual Retirement Accounts

Retirement accounts where Trustmark, acting as a fiduciary, manages the investments of your retirement account.

Trustee of Irrevocable and Revocable Trusts

Trustmark serves as trustee of a trust, managing the assets and administering the trust for the benefit of the named beneficiaries.

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Financial Planning

 

We work with you to understand your financial situation and provide a comprehensive plan to guide your investments and financial decisions, while working towards your various goals.

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Estate Planning Reviews

 

We can review your estate planning documents to help you understand how your current plan is structured and provide guidance to help you more effectively work with your attorney in accomplishing your goals.

 

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Trustmark and its affiliates do not provide tax, legal or accounting advice. The content of this web page is provided for informational purposes only and does not constitute any commitment by Trustmark or any affiliate to provide any product or service and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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