Trustmark Investment Advisors, Inc.

Trustmark Investment Advisors, Inc. (TIAI) is a registered investment adviser established in Mississippi in 2001, operating as a subsidiary of Trustmark Corporation. TIAI offers investment management services to Trustmark’s Wealth Management Division, catering to individuals, institutions, and charitable organizations. Services include equity and fixed income strategies, with investments in various asset classes. Additionally, TIAI provides financial planning services to retail investors of Trustmark National Bank. The firm manages assets totaling $2.6 billion as of December 31, 2021. TIAI employs a tactical asset allocation model to manage risk and returns, with a focus on maximizing returns while minimizing risk. Investment strategies include long-term and short-term purchases, utilizing charting, fundamental, technical, and cyclical security analysis methods. TIAI does not engage in performance-based fees and acts with discretion in managing TWMD’s assets. The firm's investment philosophy emphasizes prudent risk management in fixed income investments and active management in equity portfolios. TIAI's brokerage practices prioritize quality execution and best prices, with periodic evaluations to ensure compliance with best execution practices. The firm does not provide custodial services but accepts discretionary authority to manage TWMD’s assets and votes proxies on behalf of clients, except for Trustmark Corporation stock. TIAI has no disciplinary information to disclose and maintains financial stability to meet client commitments.