Pursuing Financial Security Through Prudent Investments
Managing your assets in today's ever-changing and volatile financial environment requires careful planning and proper execution. a simple buy-and-hold strategy is no longer and adequate investment plan. That's why so many people turn to Cadence Bank and its investment team.
Our investment philosophy is prudent, disciplined and client-oriented. We focus on investment-grade securities and employ a portfolio management process that ensures the securities we purchase meet high standards.
As long-tem investors, we strive to manage risk, minimize volatility and provide consistent returns year-after-year. Asset allocation and security selection are based on your individual goals and objectives. We conduct an in-depth analysis of your situation, including income needs, risk tolerance, tax situation and performance expectations.
This information-gathering process provides the foundation to build your personalized investment program.
Contact a Cadence Investment services advisor to learn how a personalized investment plan can help you achieve your financial goals.
Investments and Insurance Products:
|Not Insured by FDIC||Not Bank Guaranteed||May Lose Value|
|Not Insured by any Federal Government Agency||Not A Bank Deposit|
*Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Cadence Bank and Cadence Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, GA, FL, MS, TN, TX.