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Customized investment management

 

Strategies for long-term growth and safeguarding of your capital

 

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Investment Management

 

Conservative investment principles are the cornerstone of every strategy we develop for consistent, long-term growth and preservation of capital.

Our portfolio management process is driven by your needs and objectives.

 

Our qualified and experienced portfolio managers and investment specialists continuously study and evaluate the market environment. Using a disciplined and conservative approach to investment management, our advisors seek diversified investment opportunities that will help meet your specific needs and financial objectives.

 

 

Create: Goal and Objectives

  • Investment goals and investment policy
  • Time horizon
  • Risk tolerance
  • Return expectations
  • Liquidity requirements
  • Income needs

Apply: Implementation

  • Asset allocation
  • Capital market expectations
  • Tax status/situation
  • Security selection

Reaffirm: Evaluation and Review

  • Investment objective
  • Investment performance versus benchmarks
  • Investment changes

Manage: Monitoring

  • Economic and market input factors
  • Investor input factors
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Equity Securities

 

We use a structured approach to selecting equity securities, carefully weighing a number of variables, in order to build a tailored, strategic and diversified portfolio.

 

 

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Technical Elements

  • Relative strength
  • Price and volume

 

Quantitative/Fundamental Attributes

  • Proprietary ranking systems
  • Financial strength
  • Profitability
  • Valuation

 

Qualitative Analysis

  • Sector trends and exposure
  • Environmental and political factors

Equity securities typically contain 30 to 60 stocks that demonstrate strong, positive quantitative attributes and technical profiles. Portfolios are reviewed continuously and adjusted as warranted in order to work toward the optimum return.

 

Investment Methodologies

 

We continuously monitor the market environment and seek to take advantage of risk/reward opportunities in order to provide investment strategies that are tailored to our clients’ needs.

 

 

Contact a Portfolio Manager
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Individual Equity Management

Managed portfolios of companies with attractive fundamental and/or technical characteristics; portfolios typically contain 30 to 60 individual stocks

 

Fixed Income Management

A source of income that adequately compensates the investor for the credit and duration risk being assumed as compared to prevailing market conditions 

 

Asset Allocation

Our asset allocation process seeks to gain exposure to prevailing market trends within the context of the clients’ overall risk profile and also considers the relative attractiveness of active versus passive management styles within each asset class

 

Separately Managed Accounts

We have partnerships with select 3rd party investment managers on whom we conduct ongoing due diligence that can be utilized on either a stand-alone basis or within the context of a larger asset allocated portfolio strategy; these strategies are available within both the fixed income and equity management universe

Tailored Wealth Investment Management is a division of Trustmark Wealth Management.
 
Securities Products:
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
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