Trustmark Investment Advisors, Inc. (Jackson)


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.