Trustmark Investment Advisors, Inc. (Jackson)

Name: Trustmark Investment Advisors, Inc.
Address: 1701 Lakeland Drive, Jackson, MS, 39216
Telephone: 601-208-7663

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.

Trustmark Investment Advisors: assets under management

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 firm manages $2.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.24 billion each.

Trustmark Investment Advisors has custody of $2.24 billion in cash and securities for 1 client in total and its related person acts as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 39% of the total AUM. The second-largest asset type is government bonds, which make up 24% of the firm’s portfolio. Investments in investment and business development companies form 21% of the total invested assets.

Fees & Commissions

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.

What kind of clients Thomas Harris Collier serves?

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.

Careers at Trustmark Investment Advisors, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Duane Arthur Dewey	Director	1 Mar 2001	Other	4341413
Thomas Harris Collier	Secretary/director	1 Nov 2001	Other	2870707
Douglas Howard Ralston	Director	1 Nov 2001	Other	1583071
Trustmark National Bank	Shareholder	1 Nov 2001	75% - 100%	64-0180810
Jon Edwin Anderson	Director	1 Nov 2001	Other	3210750
Gerard Robert Host	Director	1 Nov 2001	Other	1489529
Jonathan T Rogers	Director	1 Nov 2001	Other	4492953
Zach Lord Wasson	Director	1 Nov 2001	Other	2804130
Jonathan Todd Rogers	Director	1 Nov 2001	Other	4492953
Teresa Thornhill Scheel	Director	1 Mar 2004	Other	1802243
Duane Arthur Dewey	Director	1 Mar 2004	Other	4341413
Teresa Thornhill Dollar	Director	1 Mar 2004	Other	1802243
Teresa Faye Thornhill	Director	1 Mar 2004	Other	1802243
Eleanor Mckeithen Maulding	Chief compliance officer	1 Mar 2006	Other	2694376
Robert Halden Spaulding	Director	1 Feb 2008	Other	4595381
George T Chambers	Director	1 Feb 2008	Other	5512270
Cora Jorene Peavie	Chief compliance officer	1 Aug 2008	Other	2598518
Heath Ray Jordan	President and chief investment officer	1 Aug 2013	Other	2881815
Jonathan Todd Rogers	Director	1 Feb 2015	Other	4492953
Elizabeth Whitaker	Director	1 Feb 2016	Other	6627711
Mike King	Director and secretary	1 Feb 2016	Other	6627715

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Trustmark Corporation	Owner	1 Aug 1968	75% - 100%	64-0471500

Based in Jackson

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.