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 of the portfolio managers are Chartered Financial Analyst charter holders and three other TIAI associates are candidates in the CFA program.
The Performance Family of Mutual Funds
The Performance Funds include eleven diverse mutual funds: four equity, two fixed income, two money market and three asset allocation 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
- Performance Advisor Conservative Fund
- Performance Advisor Moderate Fund
- Performance Advisor Growth Fund
TIAI has received national recognition for 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 by Performance Funds Distributor, LLC. 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.
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