1200 Eastover Drive
Jackson, MS 39211
For BankPlus service
“The expectations of life depend upon diligence; the mechanic that would perfect his work must first sharpen his tools.”
Our goal is to provide our clients with an investment portfolio shaped by their financial objectives and personal tolerance for risk. Accordingly, our clients range from those being fully invested in stocks, to others, who desire short term cash management. The structure of our managed portfolios will vary based on size, client needs and economic and market trends at the time, but generally include cash equivalents, fixed income and equities, the latter two derived from in-house fundamental research.
Our management process is predicated on your financial objectives, using our research process to create a diversified portfolio of individually managed securities. We do not employ mutual funds because of the added fees and inability to fully control the investment, but will use certain low-fee exchange traded funds (ETFs), where our trading access is limited, such as in foreign markets.
We are not momentum investors, who simply follow the herd. Our goal is to spot trends before they are readily seen by the overall investment community, conducting research to find the best companies available to benefit from that trend. In other words, it is determining what will be on page one of the papers tomorrow, that is found on page sixteen today.
Wealth affords many opportunities, but also creates new, sometimes substantial challenges. As family wealth accumulates, the greater the need for a comprehensive approach to address the myriad choices you face in managing your wealth. At Mississippi Investment Management Company, we will help you develop a plan that is objective, personally tailored and focused on preserving the assets you have accumulated.
An integral part of establishing an effective relationship is to know you and your family. By understanding the values, priorities and goals important to you, we look beyond the numbers to focus on crafting financial solutions to help ensure the financial security of your family across generations. We will work with your network of professionals, or introduce you to independent and complimentary services across a spectrum of tax, legal, trust and custodial services, and estate planning.