Mississippi Investment Management

Contact Us
601-607-4297

Stop By
1200 Eastover Drive
Suite 300
Jackson, MS 39211

We’re Available
Monday–Friday
8am–4:30pm

Account Access
Pershing →

For BankPlus service
BankPlus.net

Forbes L. Watson

Forbes L. Watson

Forbes earned a Bachelor of Arts degree in Finance from the University of North Texas, and a Master of Business Administration from Millsaps College. Prior to helping form Mississippi Investment Management Company, Forbes served for over eleven years as Vice President and Senior Portfolio Manager with Voyageur Asset Management, a Minneapolis-based investment firm with over $24 billion in assets at the time. For six years, Forbes co-managed over $1 billion, primarily in small cap growth companies. He has managed individual and institutional large cap and fixed income portfolios, and for five years, turned a two-star, Morningstar rated mid-cap equity fund into a five-star rated fund over all time periods that was frequently cited in The Wall Street Journal. Forbes was also profiled in an Easter Sunday edition of The New York Times. Forbes brings over thirty years of investment selection and management experience to our clients.

Forbes is married to the former Jo Anne Sasser of Carthage, Mississippi. Together, they have two children, Jordan and Reid.

“To be yourself in a world that is constantly trying to make you something else is the greatest accomplishment.”
— Ralph Waldo Emerson

Our Team

Forbes L. Watson

has managed a five-star rated equity mutual fund for several years.
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Julia M. Ott

brings over twenty-five years of industry experience.
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John W. “Tom” Bertaut

retired effective January 1, 2015, still we continue to welcome his experienced and constructive insights.

William A. “Bill” Whitney

retired after 50 years of distinguished service, yet we frequently enjoy his unsurpassed market wisdom.