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ASSET MANAGEMENT

Trustmark Wealth Management provides access to asset management and asset allocation strategies through Trustmark Investment Advisors, Inc., a wholly-owned subsidiary of Trustmark National Bank and a division of Trustmark Wealth Management. Trustmark Investment Advisors, Inc. (TIAI) is a registered investment advisor with the Securities and Exchange Commission and incorporated in the state of Mississippi. TIAI is the investment adviser to the Performance Family of Mutual Funds and 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. 

TIAI has experience in the following areas:

• Asset allocation
• Security analysis
• Quantitative modeling
• Mutual fund analysis
• Portfolio management

The investment management staff of TIAI consists of 11 highly qualified money managers with over 165 years of combined experience. Two portfolio managers are CFA charter holders, and three other TIAI associates are candidates in the CFA program. 

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.  Please read the prospectus carefully before investing.