Our roots may be located here on the Mississippi Gulf Coast, but we draw on world-class resources
for our asset management clients:
- Investment Management: Northern Trust Investment Advisory Service provides a unique blend of
traditional fundamental analysis and modern quantitative techniques. Assets managed by Northern
exceed $423 billion.
SEI Financial Management Corp. manages more than $310 billion in mutual fund and asset accounts.
Actively managed asset allocation portfolios are their specialty, with portfolios that are
diversified among multiple asset classes, investment styles and money managers to control risk and
- Record Keeping: SEI Trust Company provides complete administrative and back office support,
Verifiable Investment Performance: Investment Scorecard, Inc. provides a report customized to
each client's portfolio that measures how well your assets are performing against appropriate
benchmarks. This service assures reliability and objectivity in identifying strongly performing
assets and pinpointing others for improvement.
- Automated portfolio rebalancing
- Online access to account information
- Graphically informative investor statements and performance reporting
- Detailed annual tax letter to all client portfolios