Hancock Whitney Investment Services Inc.

Hancock Whitney Investment Services, Inc. (HWIS) is a Registered Investment Adviser established in 1995, affiliated with Hancock Whitney Corporation. Specializing in managed account programs, HWIS offers separately managed accounts and fund strategy portfolios through Program Sponsors. As of December 31, 2024, HWIS managed approximately $202 million in assets on a discretionary basis. Clients pay a wrap fee ranging from 0.10% to 0.25% of assets under management, set by the Platform Manager. Minimum account size for HWIS SMA Program accounts is typically $60,000. HWIS utilizes fundamental and quantitative analysis for investment selection, offering various securities including stocks, ETFs, fixed income, and mutual funds. The firm does not charge performance-based fees and does not provide side-by-side management. HWIS does not have brokerage discretion and does not execute trades for managed accounts. Clients are encouraged to review the Program Sponsor's disclosure brochure for detailed fee structures and account requirements. HWIS has a Code of Ethics, discloses disciplinary information, and does not maintain custody of client funds. Clients retain voting rights for their securities. HWIS does not vote proxies on their behalf.