Investment management is the leading edge in trust services for Regions Morgan Keegan Trust. Guided by the principles of modern portfolio management, we use a broad array of investment strategies. Appropriate asset allocations are designed to meet each client's unique risk tolerance and investment performance objectives using sophisticated computer models.
Private Family Services
In addition to trust services and investment management services that RMKT provides for clients, it also provides family office functions for high net worth clients. These services include the following:
- Financial and Estate Planning – The Executive Services Department of Morgan Keegan prepares comprehensive plans for trust company clients to address the client's goals, objectives and concerns in the areas of family wealth counseling, estate planning, retirement needs, charitable planning, concentrated stock diversification, stock option and restricted stock planning, and business succession planning.
- Investment Consulting – Clients receive comprehensive investment plans, including investment policies and objectives; asset allocation guidelines based on risk tolerances; manager selections; and performance reporting on actual results.
- Accounting Services – This function includes bill payment, financial statement preparation and compilation of tax related information for the client's tax return preparer.
- Banking and Insurance Services – This function includes assisting the client with obtaining banking services including lines of credit, mortgages, credit cards and checking accounts. As for insurance services, we can assist the client with life insurance, property insurance, and medical insurance.
