Trustmark Investment Advisors, Inc. is a large advisory firm based in Jackson. It manages $2.24 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama and Mississippi.
Trustmark Investment Advisors provides portfolio management for businesses and institutional clients and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trustmark Investment Advisors, Inc. is $2.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Trustmark Investment Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Thomas Harris Collier is banking or thrift institutions with 1 clients and $2.24 billion of assets under management. Among the 8 most similar advisory firms, Trustmark Investment Advisors has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $2.24 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Trustmark Investment Advisors doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 92 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Harris Collier has been acting as President since 1 Nov 2001. Elizabeth Whitaker joined the executive team most recently as the Director.
The principal office where Trustmark Investment Advisors, Inc. performs its advisory services is located at 1701 Lakeland Drive, Jackson, MS 39216, which is also the mailing address of the firm. An additional office of the firm is in Montgomery, AL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 601-208-7663 or by fax 601-208-2317. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at trustmarkinvestmentadvisors.com.