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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.
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.
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.
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
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.
Not Insured by FDIC or Any Other Government Agency