At Cadence Bank, we understand your needs are unique. Therefore, we take the time to get to know you to create a portfolio designed to match your specific goals. Our flexibility allows us to offer customized solutions that can adapt as your financial situation develops over time.

With an average of over 20 years of investment management experience each, our relationship-based Portfolio Managers are dedicated to addressing your concerns and objectives.

Our Investment Management Strategy

Committed to providing you competitive investment returns, we are long-term investors who believe that a diversified portfolio is the best way to manage risk and protect your legacy.

We start by conducting an in-depth analysis of your situation, including income needs, risk tolerance, tax situation and performance expectations. This information-gathering process provides the foundation upon which your investment program is built.

We then document our client strategy, return objectives and constraints in an investment policy statement. This serves as our guide in the portfolio constructions and monitoring process and ensures the portfolio stays in sync with your expectations.

Once the strategy is set, we begin the portfolio construction process. We recognize that not all investors are created equally. As such, we offer a wide array of diversified portfolios customized to ensure it fits your specific risk and return profile.

Finally, we monitor the performance of the portfolio to ensure it behaves as outlined in the investment policy statement and keep you informed of your progress through a customized communication plan.